Greenup Street 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 | $14.1M | Sell |
160,048
-6,190
| -4% | -$546K | 2.46% | 10 |
|
|
2025
Q1 | $15.1M | Buy |
166,238
+27,557
| +20% | +$2.51M | 3% | 9 |
|
|
2024
Q4 | $12.1M | Buy |
138,681
+81,143
| +141% | +$7.09M | 2.41% | 10 |
|
|
2024
Q3 | $5.64M | Buy |
57,538
+878
| +2% | +$86.1K | 1.17% | 20 |
|
|
2024
Q2 | $5.2M | Sell |
56,660
-60,381
| -52% | -$5.54M | 1.22% | 17 |
|
|
2024
Q1 | $11.1M | Sell |
117,041
-13,400
| -10% | -$1.27M | 2.78% | 8 |
|
|
2023
Q4 | $12.9M | Buy |
130,441
+6,797
| +5% | +$672K | 3.59% | 8 |
|
|
2023
Q3 | $11M | Buy |
123,644
+41,953
| +51% | +$3.72M | 3.58% | 8 |
|
|
2023
Q2 | $8.41M | Buy |
81,691
+24,475
| +43% | +$2.52M | 2.3% | 11 |
|
|
2023
Q1 | $6.09M | Buy |
57,216
+9,121
| +19% | +$970K | 2.14% | 11 |
|
|
2022
Q4 | $4.79M | Buy |
48,095
+2,340
| +5% | +$233K | 2% | 12 |
|
|
2022
Q3 | $4.69M | Buy |
45,755
+13,153
| +40% | +$1.35M | 2.11% | 13 |
|
|
2022
Q2 | $3.75M | Buy |
32,602
+16,225
| +99% | +$1.86M | 1.76% | 19 |
|
|
2022
Q1 | $2.16M | Buy |
16,377
+1,415
| +9% | +$187K | 1.19% | 26 |
|
|
2021
Q4 | $2.22M | Buy |
+14,962
| New | +$2.22M | 1.3% | 23 |
|