Intergy Private Wealth’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 | $3.21M | Buy |
36,342
+454
| +1% | +$40.1K | 1.09% | 21 |
|
|
2025
Q1 | $3.27M | Buy |
35,888
+43
| +0.1% | +$3.91K | 1.24% | 18 |
|
|
2024
Q4 | $3.13M | Buy |
35,845
+1,170
| +3% | +$102K | 1.17% | 20 |
|
|
2024
Q3 | $3.4M | Buy |
34,675
+785
| +2% | +$77K | 1.3% | 17 |
|
|
2024
Q2 | $3.11M | Buy |
33,890
+20,429
| +152% | +$1.87M | 1.28% | 17 |
|
|
2024
Q1 | $1.27M | Buy |
+13,461
| New | +$1.27M | 0.52% | 33 |
|
|
2022
Q2 | – | Sell |
-12,397
| Closed | -$1.64M | – | 67 |
|
|
2022
Q1 | $1.64M | Buy |
12,397
+6,071
| +96% | +$802K | 1.14% | 17 |
|
|
2021
Q4 | $937K | Buy |
+6,326
| New | +$937K | 0.73% | 29 |
|