IFG Advisory’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 | $504K | Sell |
5,707
-662
| -10% | -$58.4K | 0.03% | 467 |
|
|
2025
Q1 | $580K | Sell |
6,369
-3,832
| -38% | -$349K | 0.03% | 411 |
|
|
2024
Q4 | $891K | Buy |
+10,201
| New | +$891K | 0.05% | 317 |
|
|
2024
Q3 | – | Sell |
-10,310
| Closed | -$946K | – | 595 |
|
|
2024
Q2 | $946K | Buy |
+10,310
| New | +$946K | 0.06% | 290 |
|
|
2024
Q1 | – | Sell |
-7,446
| Closed | -$736K | – | 558 |
|
|
2023
Q4 | $736K | Buy |
7,446
+1,473
| +25% | +$146K | 0.05% | 300 |
|
|
2023
Q3 | $530K | Buy |
+5,973
| New | +$530K | 0.04% | 328 |
|