Intellectus 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
Q2 | $356K | Buy |
4,038
+552
| +16% | +$48.7K | 0.08% | 219 |
|
|
2025
Q1 | $317K | Buy |
3,486
+28
| +0.8% | +$2.55K | 0.08% | 220 |
|
|
2024
Q4 | $302K | Buy |
+3,458
| New | +$302K | 0.07% | 224 |
|
|
2021
Q1 | – | Sell |
-1,571
| Closed | -$248K | – | 262 |
|
|
2020
Q4 | $248K | Buy |
+1,571
| New | +$248K | 0.07% | 207 |
|
|
2018
Q3 | – | Sell |
-404
| Closed | -$49K | – | 595 |
|
|
2018
Q2 | $49K | Hold |
404
| – | – | 0.02% | 342 |
|
|
2018
Q1 | $49K | Hold |
404
| – | – | 0.02% | 342 |
|
|
2017
Q4 | $51K | Hold |
404
| – | – | 0.02% | 335 |
|
|
2017
Q3 | $50K | Buy |
+404
| New | +$50K | 0.02% | 387 |
|