Iams 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 | – | Sell |
-7,622
| Closed | -$694K | – | 189 |
|
|
2025
Q1 | $694K | Buy |
7,622
+4,259
| +127% | +$388K | 0.32% | 86 |
|
|
2024
Q4 | $294K | Buy |
+3,363
| New | +$294K | 0.13% | 136 |
|
|
2024
Q1 | – | Sell |
-10,164
| Closed | -$1.01M | – | 128 |
|
|
2023
Q4 | $1.01M | Buy |
+10,164
| New | +$1.01M | 0.65% | 53 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 139 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 122 |
|