HighMark 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 | $3.13M | Buy |
+35,426
| New | +$3.13M | 1.53% | 12 |
|
|
2024
Q4 | – | Sell |
-15,736
| Closed | -$1.54M | – | 620 |
|
|
2024
Q3 | $1.54M | Buy |
15,736
+4,139
| +36% | +$406K | 0.85% | 17 |
|
|
2024
Q2 | $1.06M | Buy |
11,597
+1,012
| +10% | +$92.9K | 0.64% | 22 |
|
|
2024
Q1 | $1M | Buy |
10,585
+4,057
| +62% | +$383K | 0.62% | 18 |
|
|
2023
Q4 | $645K | Buy |
+6,528
| New | +$645K | 0.48% | 25 |
|