Intrua Financial’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
$1.97M Buy
22,282
+5,773
+35% +$509K 0.26% 70
2025
Q1
$1.5M Buy
16,509
+6,364
+63% +$579K 0.22% 84
2024
Q4
$886K Sell
10,145
-417
-4% -$36.4K 0.14% 120
2024
Q3
$1.04M Sell
10,562
-6,207
-37% -$609K 0.15% 119
2024
Q2
$1.54M Sell
16,769
-13,324
-44% -$1.22M 0.23% 87
2024
Q1
$2.85M Buy
+30,093
New +$2.85M 0.41% 49
2023
Q4
Sell
-10,501
Closed -$931K 415
2023
Q3
$931K Buy
+10,501
New +$931K 0.16% 123
2021
Q4
Sell
-1,391
Closed -$206K 386
2021
Q3
$206K Sell
1,391
-105
-7% -$15.6K 0.04% 351
2021
Q2
$219K Buy
+1,496
New +$219K 0.05% 278