Hutchens & Kramer Investment Management Group’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 |
-3,624
| Closed | -$316K | – | 175 |
|
|
2024
Q4 | $316K | Buy |
3,624
+220
| +6% | +$19.2K | 0.17% | 99 |
|
|
2024
Q3 | $335K | Buy |
3,404
+423
| +14% | +$41.7K | 0.19% | 99 |
|
|
2024
Q2 | $268K | Buy |
2,981
+605
| +25% | +$54.4K | 0.15% | 115 |
|
|
2024
Q1 | $220K | Buy |
+2,376
| New | +$220K | 0.13% | 139 |
|
|
2023
Q1 | – | Sell |
-5,394
| Closed | -$537K | – | 133 |
|
|
2022
Q4 | $537K | Buy |
5,394
+232
| +4% | +$23.1K | 0.39% | 54 |
|
|
2022
Q3 | $536K | Sell |
5,162
-23,170
| -82% | -$2.41M | 0.44% | 49 |
|
|
2022
Q2 | $3.28M | Sell |
28,332
-12,368
| -30% | -$1.43M | 2.42% | 10 |
|
|
2022
Q1 | $5.39M | Buy |
40,700
+318
| +0.8% | +$42.1K | 2.99% | 7 |
|
|
2021
Q4 | $5.2M | Buy |
+40,382
| New | +$5.2M | 3.28% | 6 |
|