Interactive Financial 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 | $7.08M | Buy |
80,185
+8,237
| +11% | +$727K | 3.45% | 7 |
|
|
2025
Q1 | $6.55M | Buy |
71,948
+6,640
| +10% | +$604K | 3.46% | 7 |
|
|
2024
Q4 | $5.7M | Sell |
65,308
-6,952
| -10% | -$607K | 2.99% | 7 |
|
|
2024
Q3 | $7.09M | Buy |
72,260
+66,729
| +1,206% | +$6.55M | 3.65% | 6 |
|
|
2024
Q2 | $508K | Buy |
5,531
+26
| +0.5% | +$2.39K | 0.28% | 58 |
|
|
2024
Q1 | $521K | Sell |
5,505
-32,386
| -85% | -$3.06M | 0.29% | 57 |
|
|
2023
Q4 | $4.4M | Buy |
37,891
+32,822
| +648% | +$3.81M | 2.36% | 10 |
|
|
2023
Q3 | $450K | Sell |
5,069
-12,246
| -71% | -$1.09M | 0.3% | 50 |
|
|
2023
Q2 | $1.78M | Sell |
17,315
-1,284
| -7% | -$132K | 1.21% | 27 |
|
|
2023
Q1 | $1.98M | Sell |
18,599
-2,547
| -12% | -$271K | 1.27% | 23 |
|
|
2022
Q4 | $2.11M | Buy |
21,146
+2,847
| +16% | +$283K | 1.26% | 23 |
|
|
2022
Q3 | $1.88M | Buy |
18,299
+16,146
| +750% | +$1.65M | 1.09% | 23 |
|
|
2022
Q2 | $319K | Sell |
2,153
-49,016
| -96% | -$7.26M | 0.16% | 64 |
|
|
2022
Q1 | $5.46M | Sell |
51,169
-5,540
| -10% | -$591K | 2.56% | 10 |
|
|
2021
Q4 | $8.4M | Buy |
56,709
+27,612
| +95% | +$4.09M | 3.21% | 9 |
|
|
2021
Q3 | $4.2M | Sell |
29,097
-11,169
| -28% | -$1.61M | 1.83% | 19 |
|
|
2021
Q2 | $5.81M | Buy |
40,266
+40,253
| +309,638% | +$5.81M | 2.36% | 13 |
|
|
2021
Q1 | $2K | Buy |
13
+1
| +8% | +$154 | ﹤0.01% | 161 |
|
|
2020
Q4 | $2K | Sell |
12
-5
| -29% | -$833 | ﹤0.01% | 161 |
|
|
2020
Q3 | $3K | Sell |
17
-26,292
| -100% | -$4.64M | ﹤0.01% | 146 |
|
|
2020
Q2 | $4.31M | Sell |
26,309
-13,875
| -35% | -$2.27M | 2.12% | 15 |
|
|
2020
Q1 | $6.63M | Buy |
40,184
+18,073
| +82% | +$2.98M | 5.85% | 5 |
|
|
2019
Q4 | $3M | Sell |
22,111
-45,929
| -68% | -$6.22M | 1.35% | 20 |
|
|
2019
Q3 | $9.74M | Sell |
68,040
-7,164
| -10% | -$1.03M | 4.48% | 6 |
|
|
2019
Q2 | $9.99M | Buy |
75,204
+75,141
| +119,271% | +$9.98M | 4.58% | 6 |
|
|
2019
Q1 | $8K | Sell |
63
-40,138
| -100% | -$5.1M | ﹤0.01% | 113 |
|
|
2018
Q4 | $4.89M | Buy |
40,201
+40,138
| +63,711% | +$4.88M | 2.53% | 15 |
|
|
2018
Q3 | $7K | Sell |
63
-38,188
| -100% | -$4.24M | ﹤0.01% | 111 |
|
|
2018
Q2 | $4.66M | Buy |
38,251
+38,155
| +39,745% | +$4.64M | 2.2% | 16 |
|
|
2018
Q1 | $12K | Sell |
96
-192
| -67% | -$24K | 0.01% | 100 |
|
|
2017
Q4 | $37K | Buy |
288
+58
| +25% | +$7.45K | 0.02% | 94 |
|
|
2017
Q3 | $29K | Sell |
230
-35,938
| -99% | -$4.53M | 0.01% | 86 |
|
|
2017
Q2 | $4.53M | Buy |
36,168
+35,979
| +19,037% | +$4.5M | 2.13% | 17 |
|
|
2017
Q1 | $23K | Buy |
189
+2
| +1% | +$243 | 0.01% | 90 |
|
|
2016
Q4 | $22K | Sell |
187
-63,184
| -100% | -$7.43M | 0.01% | 91 |
|
|
2016
Q3 | $8.71M | Buy |
63,371
+30,130
| +91% | +$4.14M | 4.36% | 6 |
|
|
2016
Q2 | $4.62M | Buy |
33,241
+1,225
| +4% | +$170K | 2.43% | 16 |
|
|
2016
Q1 | $4.18M | Buy |
32,016
+31,617
| +7,924% | +$4.13M | 2.57% | 14 |
|
|
2015
Q4 | $48K | Sell |
399
-2,095
| -84% | -$252K | 0.03% | 67 |
|
|
2015
Q3 | $308K | Buy |
2,494
+1,734
| +228% | +$214K | 0.17% | 42 |
|
|
2015
Q2 | $89K | Sell |
760
-21,746
| -97% | -$2.55M | 0.05% | 64 |
|
|
2015
Q1 | $2.94M | Buy |
22,506
+9,222
| +69% | +$1.21M | 1.58% | 17 |
|
|
2014
Q4 | $1.67M | Buy |
13,284
+9,465
| +248% | +$1.19M | 0.92% | 22 |
|
|
2014
Q3 | $444K | Buy |
3,819
+3,322
| +668% | +$386K | 0.25% | 40 |
|
|
2014
Q2 | $56K | Buy |
497
+159
| +47% | +$17.9K | 0.03% | 57 |
|
|
2014
Q1 | $37K | Buy |
338
+3
| +0.9% | +$328 | 0.02% | 60 |
|
|
2013
Q4 | $34K | Buy |
335
+3
| +0.9% | +$304 | 0.02% | 56 |
|
|
2013
Q3 | $35K | Sell |
332
-8,412
| -96% | -$887K | 0.02% | 55 |
|
|
2013
Q2 | $966K | Buy |
+8,744
| New | +$966K | 0.71% | 21 |
|