Gould Asset 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 | $24.4M | Buy |
276,149
+24,661
| +10% | +$2.18M | 4.77% | 4 |
|
|
2025
Q1 | $22.9M | Buy |
251,488
+25,324
| +11% | +$2.31M | 4.72% | 4 |
|
|
2024
Q4 | $19.8M | Sell |
226,164
-36,726
| -14% | -$3.21M | 4.16% | 4 |
|
|
2024
Q3 | $25.8M | Buy |
262,890
+14,207
| +6% | +$1.39M | 5.52% | 3 |
|
|
2024
Q2 | $22.8M | Buy |
248,683
+4,002
| +2% | +$367K | 5.27% | 3 |
|
|
2024
Q1 | $23.2M | Buy |
244,681
+8,740
| +4% | +$827K | 5.6% | 2 |
|
|
2023
Q4 | $23.3M | Buy |
235,941
+458
| +0.2% | +$45.3K | 6.03% | 2 |
|
|
2023
Q3 | $20.9M | Buy |
235,483
+50,414
| +27% | +$4.47M | 5.9% | 3 |
|
|
2023
Q2 | $19.1M | Buy |
185,069
+1,192
| +0.6% | +$123K | 5.32% | 2 |
|
|
2023
Q1 | $19.6M | Buy |
183,877
+80,340
| +78% | +$8.55M | 5.57% | 2 |
|
|
2022
Q4 | $10.3M | Sell |
103,537
-22,037
| -18% | -$2.19M | 3.1% | 7 |
|
|
2022
Q3 | $12.9M | Sell |
125,574
-718
| -0.6% | -$73.6K | 4.37% | 3 |
|
|
2022
Q2 | $14.5M | Buy |
126,292
+8,853
| +8% | +$1.02M | 4.67% | 3 |
|
|
2022
Q1 | $15.5M | Buy |
117,439
+3,445
| +3% | +$455K | 4.44% | 3 |
|
|
2021
Q4 | $16.9M | Sell |
113,994
-1,445
| -1% | -$214K | 4.73% | 3 |
|
|
2021
Q3 | $16.7M | Sell |
115,439
-40
| -0% | -$5.77K | 5.14% | 3 |
|
|
2021
Q2 | $16.7M | Buy |
115,479
+6,126
| +6% | +$884K | 4.74% | 3 |
|
|
2021
Q1 | $14.8M | Buy |
109,353
+9,985
| +10% | +$1.35M | 4.52% | 3 |
|
|
2020
Q4 | $15.7M | Buy |
99,368
+9,106
| +10% | +$1.44M | 4.77% | 3 |
|
|
2020
Q3 | $14.7M | Buy |
90,262
+18,275
| +25% | +$2.98M | 4.98% | 3 |
|
|
2020
Q2 | $11.8M | Sell |
71,987
-3,148
| -4% | -$516K | 4.14% | 4 |
|
|
2020
Q1 | $12.4M | Buy |
75,135
+3,308
| +5% | +$546K | 4.72% | 4 |
|
|
2019
Q4 | $9.73M | Buy |
71,827
+27,682
| +63% | +$3.75M | 3.23% | 5 |
|
|
2019
Q3 | $6.32M | Sell |
44,145
-66
| -0.1% | -$9.44K | 2.23% | 7 |
|
|
2019
Q2 | $5.87M | Buy |
44,211
+470
| +1% | +$62.4K | 2.12% | 7 |
|
|
2019
Q1 | $5.53M | Buy |
43,741
+2,773
| +7% | +$351K | 2.07% | 8 |
|
|
2018
Q4 | $4.98M | Buy |
40,968
+27,046
| +194% | +$3.29M | 2.07% | 8 |
|
|
2018
Q3 | $1.63M | Buy |
13,922
+2,838
| +26% | +$333K | 0.65% | 23 |
|
|
2018
Q2 | $1.35M | Buy |
11,084
+748
| +7% | +$91K | 0.58% | 26 |
|
|
2018
Q1 | $1.26M | Buy |
10,336
+882
| +9% | +$108K | 0.55% | 27 |
|
|
2017
Q4 | $1.2M | Buy |
9,454
+558
| +6% | +$70.8K | 0.52% | 29 |
|
|
2017
Q3 | $1.11M | Buy |
+8,896
| New | +$1.11M | 0.5% | 30 |
|
|
2014
Q4 | – | Sell |
-2,121
| Closed | -$247K | – | 112 |
|
|
2014
Q3 | $247K | Sell |
2,121
-780
| -27% | -$90.8K | 0.12% | 88 |
|
|
2014
Q2 | $329K | Sell |
2,901
-40
| -1% | -$4.54K | 0.16% | 66 |
|
|
2014
Q1 | $321K | Sell |
2,941
-740
| -20% | -$80.8K | 0.17% | 65 |
|
|
2013
Q4 | $375K | Sell |
3,681
-265
| -7% | -$27K | 0.22% | 54 |
|
|
2013
Q3 | $420K | Sell |
3,946
-10,250
| -72% | -$1.09M | 0.26% | 52 |
|
|
2013
Q2 | $1.57M | Buy |
+14,196
| New | +$1.57M | 0.98% | 14 |
|