I2I
Insight 2811 Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
254,152
+9,901
| +4% | +$874K | 10.62% | 2 |
|
|
2025
Q1 | $22.2M | Sell |
244,251
-12,085
| -5% | -$1.1M | 11.27% | 2 |
|
|
2024
Q4 | $22.4M | Buy |
256,336
+63,613
| +33% | +$5.56M | 11.53% | 2 |
|
|
2024
Q3 | $18.9M | Buy |
192,723
+138,577
| +256% | +$13.6M | 9.41% | 3 |
|
|
2024
Q2 | $4.97M | Sell |
54,146
-1,657
| -3% | -$152K | 2.58% | 9 |
|
|
2024
Q1 | $5.28M | Buy |
55,803
+84
| +0.2% | +$7.95K | 2.71% | 9 |
|
|
2023
Q4 | $5.51M | Buy |
+55,719
| New | +$5.51M | 3% | 9 |
|
|
2023
Q3 | – | Sell |
-3,989
| Closed | -$411K | – | 98 |
|
|
2023
Q2 | $411K | Sell |
3,989
-1,752
| -31% | -$180K | 0.22% | 53 |
|
|
2023
Q1 | $611K | Sell |
5,741
-3,717
| -39% | -$395K | 0.38% | 31 |
|
|
2022
Q4 | $942K | Buy |
9,458
+2,765
| +41% | +$275K | 0.58% | 21 |
|
|
2022
Q3 | $686K | Sell |
6,693
-2,433
| -27% | -$249K | 0.46% | 22 |
|
|
2022
Q2 | $1.05M | Sell |
9,126
-5,395
| -37% | -$620K | 0.68% | 14 |
|
|
2022
Q1 | $1.92M | Sell |
14,521
-2,313
| -14% | -$306K | 1.14% | 11 |
|
|
2021
Q4 | $2.5M | Buy |
16,834
+4,170
| +33% | +$618K | 1.42% | 8 |
|
|
2021
Q3 | $1.83M | Buy |
12,664
+2,743
| +28% | +$396K | 1.08% | 10 |
|
|
2021
Q2 | $1.43M | Buy |
9,921
+5,587
| +129% | +$806K | 0.81% | 14 |
|
|
2021
Q1 | $587K | Sell |
4,334
-36,778
| -89% | -$4.98M | 0.34% | 30 |
|
|
2020
Q4 | $6.49M | Buy |
41,112
+4,472
| +12% | +$705K | 3.82% | 6 |
|
|
2020
Q3 | $5.98M | Buy |
36,640
+1,239
| +3% | +$202K | 3.72% | 6 |
|
|
2020
Q2 | $5.92M | Buy |
35,401
+732
| +2% | +$122K | 3.91% | 5 |
|
|
2020
Q1 | $5.72M | Sell |
34,669
-115,629
| -77% | -$19.1M | 4.19% | 4 |
|
|
2019
Q4 | $20.4M | Buy |
150,298
+4,952
| +3% | +$671K | 13.37% | 2 |
|
|
2019
Q3 | $20.8M | Buy |
145,346
+7,133
| +5% | +$1.02M | 14.74% | 2 |
|
|
2019
Q2 | $18.6M | Buy |
138,213
+7,591
| +6% | +$1.02M | 13.36% | 2 |
|
|
2019
Q1 | $16.5M | Buy |
+130,622
| New | +$16.5M | 12.66% | 2 |
|
|
2016
Q1 | – | Sell |
-312,814
| Closed | -$37.7M | – | 117 |
|
|
2015
Q4 | $37.7M | Sell |
312,814
-19,298
| -6% | -$2.33M | 17.89% | 2 |
|
|
2015
Q3 | $41M | Buy |
+332,112
| New | +$41M | 23.89% | 1 |
|
|
2015
Q1 | – | Sell |
-62,917
| Closed | -$7.92M | – | 126 |
|
|
2014
Q4 | $7.92M | Buy |
+62,917
| New | +$7.92M | 3.87% | 4 |
|