HB 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 | $430K | Buy |
4,869
+1,295
| +36% | +$114K | ﹤0.01% | 783 |
|
|
2025
Q1 | $325K | Buy |
+3,574
| New | +$325K | ﹤0.01% | 913 |
|
|
2024
Q4 | – | Sell |
-2,209
| Closed | -$217K | – | 1088 |
|
|
2024
Q3 | $217K | Sell |
2,209
-2,246
| -50% | -$220K | ﹤0.01% | 857 |
|
|
2024
Q2 | $409K | Sell |
4,455
-32,634
| -88% | -$3M | ﹤0.01% | 601 |
|
|
2024
Q1 | $3.51M | Buy |
+37,089
| New | +$3.51M | 0.04% | 179 |
|
|
2023
Q4 | – | Sell |
-4,554
| Closed | -$404K | – | 823 |
|
|
2023
Q3 | $404K | Buy |
4,554
+1,742
| +62% | +$154K | 0.01% | 490 |
|
|
2023
Q2 | $289K | Sell |
2,812
-1,672
| -37% | -$172K | ﹤0.01% | 554 |
|
|
2023
Q1 | $477K | Sell |
4,484
-515
| -10% | -$54.8K | 0.01% | 422 |
|
|
2022
Q4 | $498K | Buy |
4,999
+2,190
| +78% | +$218K | 0.01% | 394 |
|
|
2022
Q3 | $288K | Buy |
+2,809
| New | +$288K | 0.01% | 449 |
|
|
2022
Q1 | – | Sell |
-19,219
| Closed | -$2.85M | – | 613 |
|
|
2021
Q4 | $2.85M | Buy |
+19,219
| New | +$2.85M | 0.06% | 132 |
|