IFS Advisors’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 | $7.24K | Hold |
82
| – | – | 0.01% | 102 |
|
2025
Q1 | $7.46K | Buy |
82
+32
| +64% | +$2.91K | 0.01% | 112 |
|
2024
Q4 | $4.37K | Hold |
50
| – | – | ﹤0.01% | 119 |
|
2024
Q3 | $4.91K | Hold |
50
| – | – | ﹤0.01% | 95 |
|
2024
Q2 | $4.59K | Hold |
50
| – | – | ﹤0.01% | 91 |
|
2024
Q1 | $4.73K | Hold |
50
| – | – | ﹤0.01% | 89 |
|
2023
Q4 | $4.94K | Hold |
50
| – | – | 0.01% | 86 |
|
2023
Q3 | $4.43K | Buy |
+50
| New | +$4.43K | 0.01% | 86 |
|
2021
Q1 | – | Sell |
-82
| Closed | -$12K | – | 136 |
|
2020
Q4 | $12K | Buy |
+82
| New | +$12K | 0.01% | 95 |
|