Integrated Investment Consultants’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 | $759K | Hold |
8,604
| – | – | 0.15% | 103 |
|
|
2025
Q1 | $783K | Sell |
8,604
-4,180
| -33% | -$381K | 0.16% | 105 |
|
|
2024
Q4 | $736K | Buy |
12,784
+5,445
| +74% | +$313K | 0.15% | 116 |
|
|
2024
Q3 | $720K | Buy |
7,339
+1,501
| +26% | +$147K | 0.16% | 97 |
|
|
2024
Q2 | $552K | Hold |
5,838
| – | – | 0.15% | 116 |
|
|
2024
Q1 | $552K | Buy |
+5,838
| New | +$552K | 0.15% | 116 |
|
|
2022
Q2 | – | Sell |
-3,780
| Closed | -$499K | – | 284 |
|
|
2022
Q1 | $499K | Buy |
+3,780
| New | +$499K | 0.14% | 122 |
|
|
2016
Q4 | – | Sell |
-376
| Closed | -$50K | – | 598 |
|
|
2016
Q3 | $50K | Sell |
376
-4
| -1% | -$532 | 0.03% | 385 |
|
|
2016
Q2 | $53K | Sell |
380
-30
| -7% | -$4.18K | 0.03% | 387 |
|
|
2016
Q1 | $54K | Buy |
+410
| New | +$54K | 0.03% | 344 |
|