Harper Investing’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 |
-3,254
| Closed | -$296K | – | 60 |
|
|
2025
Q1 | $296K | Sell |
3,254
-12,018
| -79% | -$1.09M | 0.2% | 45 |
|
|
2024
Q4 | $1.33M | Sell |
15,272
-2,922
| -16% | -$255K | 0.98% | 25 |
|
|
2024
Q3 | $1.78M | Buy |
18,194
+2,889
| +19% | +$283K | 1.17% | 22 |
|
|
2024
Q2 | $1.4M | Buy |
15,305
+5,164
| +51% | +$474K | 1.38% | 22 |
|
|
2024
Q1 | $960K | Buy |
+10,141
| New | +$960K | 1.13% | 16 |
|