Invictus 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 | $693K | Buy |
7,849
+2,505
| +47% | +$221K | 0.05% | 46 |
|
|
2025
Q1 | $486K | Buy |
5,344
+159
| +3% | +$14.5K | 0.04% | 56 |
|
|
2024
Q4 | $453K | Sell |
5,185
-2,180
| -30% | -$190K | 0.03% | 61 |
|
|
2024
Q3 | $723K | Sell |
7,365
-276
| -4% | -$27.1K | 0.06% | 42 |
|
|
2024
Q2 | $701K | Buy |
7,641
+196
| +3% | +$18K | 0.06% | 42 |
|
|
2024
Q1 | $704K | Sell |
7,445
-820
| -10% | -$77.6K | 0.06% | 42 |
|
|
2023
Q4 | $817K | Buy |
8,265
+739
| +10% | +$73.1K | 0.08% | 38 |
|
|
2023
Q3 | $667K | Buy |
7,526
+3,081
| +69% | +$273K | 0.07% | 43 |
|
|
2023
Q2 | $458K | Buy |
+4,445
| New | +$458K | 0.05% | 58 |
|