Indie Asset Partners’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 |
-4,326
| Closed | -$378K | – | 116 |
|
|
2024
Q4 | $378K | Sell |
4,326
-1,241
| -22% | -$108K | 0.3% | 54 |
|
|
2024
Q3 | $546K | Sell |
5,567
-12,664
| -69% | -$1.24M | 0.41% | 41 |
|
|
2024
Q2 | $1.67M | Sell |
18,231
-8,609
| -32% | -$790K | 1.33% | 10 |
|
|
2024
Q1 | $2.54M | Buy |
26,840
+970
| +4% | +$91.8K | 2.26% | 7 |
|
|
2023
Q4 | $2.56M | Buy |
25,870
+185
| +0.7% | +$18.3K | 2.31% | 7 |
|
|
2023
Q3 | $2.28M | Sell |
25,685
-750
| -3% | -$66.5K | 2.3% | 7 |
|
|
2023
Q2 | $2.72M | Buy |
26,435
+16,135
| +157% | +$1.66M | 2.96% | 4 |
|
|
2023
Q1 | $1.1M | Buy |
10,300
+1,000
| +11% | +$106K | 1.28% | 11 |
|
|
2022
Q4 | $926K | Buy |
9,300
+1,000
| +12% | +$99.6K | 1.01% | 13 |
|
|
2022
Q3 | $850K | Buy |
+8,300
| New | +$850K | 0.87% | 15 |
|