HM Payson & Co’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
Q1 | – | Sell |
-60
| Closed | -$5.24K | – | 1079 |
|
|
2024
Q4 | $5.24K | Buy |
+60
| New | +$5.24K | ﹤0.01% | 896 |
|
|
2024
Q2 | – | Sell |
-511
| Closed | -$48.4K | – | 1030 |
|
|
2024
Q1 | $48.4K | Sell |
511
-89
| -15% | -$8.42K | ﹤0.01% | 600 |
|
|
2023
Q4 | $59.3K | Buy |
+600
| New | +$59.3K | ﹤0.01% | 563 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$6K | – | 1140 |
|
|
2022
Q1 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 894 |
|