Golden State Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
4,251
-2,108
| -33% | -$186K | 0.05% | 283 |
|
|
2025
Q1 | $579K | Buy |
6,359
+307
| +5% | +$28K | 0.09% | 184 |
|
|
2024
Q4 | $529K | Buy |
+6,052
| New | +$529K | 0.08% | 191 |
|
|
2022
Q1 | $521K | Buy |
3,942
+416
| +12% | +$55K | 0.1% | 169 |
|
|
2021
Q4 | $522K | Sell |
3,526
-13
| -0.4% | -$1.93K | 0.09% | 198 |
|
|
2021
Q3 | $511K | Buy |
3,539
+132
| +4% | +$19.1K | 0.11% | 157 |
|
|
2021
Q2 | $492K | Sell |
3,407
-66
| -2% | -$9.53K | 0.11% | 163 |
|
|
2021
Q1 | $470K | Sell |
3,473
-225
| -6% | -$30.4K | 0.16% | 103 |
|
|
2020
Q4 | $583K | Buy |
3,698
+747
| +25% | +$118K | 0.17% | 112 |
|
|
2020
Q3 | $482K | Buy |
+2,951
| New | +$482K | 0.16% | 102 |
|
|
2020
Q2 | – | Sell |
-739
| Closed | -$122K | – | 824 |
|
|
2020
Q1 | $122K | Buy |
+739
| New | +$122K | 0.05% | 224 |
|
|
2019
Q4 | – | Sell |
-1,136
| Closed | -$163K | – | 834 |
|
|
2019
Q3 | $163K | Buy |
1,136
+552
| +95% | +$79.2K | 0.05% | 230 |
|
|
2019
Q2 | $77K | Buy |
+584
| New | +$77K | 0.02% | 374 |
|