Herold Advisors’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 | $639K | Buy |
7,245
+1,916
| +36% | +$169K | 0.13% | 165 |
|
|
2025
Q1 | $485K | Sell |
5,329
-338
| -6% | -$30.8K | 0.11% | 184 |
|
|
2024
Q4 | $495K | Sell |
5,667
-363
| -6% | -$31.7K | 0.11% | 183 |
|
|
2024
Q3 | $592K | Buy |
6,030
+1,644
| +37% | +$161K | 0.13% | 174 |
|
|
2024
Q2 | $403K | Buy |
4,386
+795
| +22% | +$73K | 0.09% | 198 |
|
|
2024
Q1 | $340K | Sell |
3,591
-81
| -2% | -$7.66K | 0.08% | 208 |
|
|
2023
Q4 | $363K | Sell |
3,672
-318
| -8% | -$31.4K | 0.1% | 189 |
|
|
2023
Q3 | $354K | Buy |
3,990
+580
| +17% | +$51.4K | 0.11% | 188 |
|
|
2023
Q2 | $351K | Hold |
3,410
| – | – | 0.11% | 185 |
|
|
2023
Q1 | $363K | Buy |
+3,410
| New | +$363K | 0.13% | 165 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$13.2K | – | 628 |
|
|
2022
Q1 | $13.2K | Buy |
+100
| New | +$13.2K | ﹤0.01% | 561 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$14K | – | 605 |
|
|
2021
Q3 | $14K | Buy |
+100
| New | +$14K | 0.01% | 562 |
|