Investment House LLC’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 | $4.65M | Buy |
52,670
+27,731
| +111% | +$2.45M | 0.24% | 81 |
|
|
2025
Q1 | $2.27M | Buy |
24,939
+8,427
| +51% | +$767K | 0.13% | 110 |
|
|
2024
Q4 | $1.44M | Buy |
+16,512
| New | +$1.44M | 0.08% | 124 |
|
|
2024
Q3 | – | Sell |
-15,276
| Closed | -$1.4M | – | 215 |
|
|
2024
Q2 | $1.4M | Buy |
+15,276
| New | +$1.4M | 0.08% | 118 |
|
|
2023
Q4 | – | Sell |
-17,042
| Closed | -$1.51M | – | 200 |
|
|
2023
Q3 | $1.51M | Buy |
+17,042
| New | +$1.51M | 0.12% | 100 |
|
|
2022
Q3 | – | Sell |
-14,950
| Closed | -$1.72M | – | 179 |
|
|
2022
Q2 | $1.72M | Buy |
+14,950
| New | +$1.72M | 0.15% | 83 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$677K | – | 209 |
|
|
2021
Q1 | $677K | Buy |
+5,000
| New | +$677K | 0.05% | 129 |
|
|
2019
Q3 | – | Sell |
-3,650
| Closed | -$485K | – | 206 |
|
|
2019
Q2 | $485K | Sell |
3,650
-6,005
| -62% | -$798K | 0.05% | 143 |
|
|
2019
Q1 | $1.22M | Buy |
+9,655
| New | +$1.22M | 0.13% | 102 |
|
|
2018
Q3 | – | Sell |
-2,805
| Closed | -$341K | – | 197 |
|
|
2018
Q2 | $341K | Buy |
+2,805
| New | +$341K | 0.04% | 158 |
|
|
2018
Q1 | – | Sell |
-1,695
| Closed | -$215K | – | 195 |
|
|
2017
Q4 | $215K | Buy |
+1,695
| New | +$215K | 0.03% | 185 |
|
|
2017
Q1 | – | Sell |
-6,850
| Closed | -$816K | – | 191 |
|
|
2016
Q4 | $816K | Buy |
+6,850
| New | +$816K | 0.12% | 109 |
|