Hoxton Planning & 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 | $1.7M | Buy |
19,209
+2,553
| +15% | +$225K | 0.59% | 38 |
|
|
2025
Q1 | $1.52M | Sell |
16,656
-4,692
| -22% | -$427K | 0.58% | 38 |
|
|
2024
Q4 | $1.86M | Buy |
21,348
+524
| +3% | +$45.8K | 0.71% | 26 |
|
|
2024
Q3 | $2.04M | Sell |
20,824
-1,789
| -8% | -$175K | 0.79% | 26 |
|
|
2024
Q2 | $2.08M | Sell |
22,613
-1,521
| -6% | -$140K | 0.97% | 20 |
|
|
2024
Q1 | $2.28M | Sell |
24,134
-2,524
| -9% | -$239K | 1.09% | 17 |
|
|
2023
Q4 | $2.64M | Buy |
26,658
+504
| +2% | +$49.8K | 1.4% | 13 |
|
|
2023
Q3 | $2.32M | Buy |
26,154
+15,917
| +155% | +$1.41M | 1.5% | 14 |
|
|
2023
Q2 | $1.05M | Sell |
10,237
-13,613
| -57% | -$1.4M | 0.65% | 27 |
|
|
2023
Q1 | $2.54M | Buy |
23,850
+14,573
| +157% | +$1.55M | 1.4% | 16 |
|
|
2022
Q4 | $924K | Buy |
+9,277
| New | +$924K | 0.49% | 37 |
|