Gries Financial’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 | $396K | Sell |
4,489
-1,919
| -30% | -$169K | 0.07% | 189 |
|
|
2025
Q1 | $583K | Sell |
6,408
-30,972
| -83% | -$2.82M | 0.11% | 149 |
|
|
2024
Q4 | $3.26M | Sell |
37,380
-15,656
| -30% | -$1.37M | 0.58% | 32 |
|
|
2024
Q3 | $5.2M | Buy |
53,036
+1,300
| +3% | +$128K | 0.97% | 16 |
|
|
2024
Q2 | $4.75M | Buy |
51,736
+170
| +0.3% | +$15.6K | 0.98% | 14 |
|
|
2024
Q1 | $4.88M | Sell |
51,566
-18,358
| -26% | -$1.74M | 0.82% | 20 |
|
|
2023
Q4 | $6.91M | Buy |
69,924
+1,151
| +2% | +$114K | 1.52% | 12 |
|
|
2023
Q3 | $6.1M | Buy |
+68,773
| New | +$6.1M | 1.64% | 9 |
|