IEQ Capital’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
-503,662
Closed -$45.8M 1992
2025
Q1
$45.8M Buy
+503,662
New +$45.8M 0.36% 37
2024
Q3
Sell
-6,082
Closed -$558K 1196
2024
Q2
$558K Buy
6,082
+3,591
+144% +$330K 0.01% 612
2024
Q1
$236K Sell
2,491
-912
-27% -$86.3K ﹤0.01% 837
2023
Q4
$336K Buy
+3,403
New +$336K 0.01% 700