Ground Swell Capital’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 | – | Sell |
-18,136
| Closed | -$1.65M | – | 258 |
|
|
2025
Q1 | $1.65M | Sell |
18,136
-85,123
| -82% | -$7.75M | 3.55% | 1 |
|
|
2024
Q4 | $9.02M | Sell |
103,259
-92,310
| -47% | -$8.06M | 13.56% | 1 |
|
|
2024
Q3 | $19.2M | Sell |
195,569
-28,453
| -13% | -$2.79M | 16.87% | 1 |
|
|
2024
Q2 | $20.6M | Sell |
224,022
-360,014
| -62% | -$33M | 15.91% | 2 |
|
|
2024
Q1 | $55.3M | Buy |
584,036
+487,914
| +508% | +$46.2M | 50.14% | 1 |
|
|
2023
Q4 | $9.5M | Sell |
96,122
-326,428
| -77% | -$32.3M | 34.96% | 1 |
|
|
2023
Q3 | $37.5M | Buy |
422,550
+325,522
| +335% | +$28.9M | 61.41% | 1 |
|
|
2023
Q2 | $9.99M | Sell |
97,028
-27,946
| -22% | -$2.88M | 24.06% | 1 |
|
|
2023
Q1 | $13.3M | Buy |
124,974
+77,579
| +164% | +$8.25M | 22.29% | 3 |
|
|
2022
Q4 | $4.72M | Sell |
47,395
-12,536
| -21% | -$1.25M | 20.95% | 2 |
|
|
2022
Q3 | $6.14M | Sell |
59,931
-83,147
| -58% | -$8.52M | 17.47% | 1 |
|
|
2022
Q2 | $16.4M | Buy |
+143,078
| New | +$16.4M | 30.14% | 1 |
|
|
2021
Q3 | – | Sell |
-9,700
| Closed | -$1.4M | – | 124 |
|
|
2021
Q2 | $1.4M | Buy |
9,700
+4,618
| +91% | +$667K | 6.65% | 1 |
|
|
2021
Q1 | $688K | Buy |
+5,082
| New | +$688K | 2.22% | 9 |
|