Heritage Wealth Management (California)’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 | $2.7M | Buy |
30,551
+986
| +3% | +$87K | 1.8% | 11 |
|
|
2025
Q1 | $2.69M | Sell |
29,565
-1,847
| -6% | -$168K | 2.02% | 11 |
|
|
2024
Q4 | $2.74M | Sell |
31,412
-8,670
| -22% | -$757K | 1.97% | 9 |
|
|
2024
Q3 | $3.93M | Buy |
40,082
+890
| +2% | +$87.3K | 2.79% | 7 |
|
|
2024
Q2 | $3.6M | Buy |
39,192
+3,981
| +11% | +$365K | 2.64% | 8 |
|
|
2024
Q1 | $3.33M | Buy |
35,211
+6,233
| +22% | +$590K | 2.52% | 9 |
|
|
2023
Q4 | $2.87M | Buy |
+28,978
| New | +$2.87M | 2.29% | 9 |
|