J. Goldman & Co’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 | – | Sell |
-30,000
| Closed | -$2.73M | – | 478 |
|
|
2025
Q1 | $2.73M | Buy |
+30,000
| New | +$2.73M | 0.07% | 176 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 452 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 391 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 344 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 353 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 365 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 367 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 256 |
|
|
2019
Q4 | – | Sell |
-20,000
| Closed | -$2.86M | – | 254 |
|
|
2019
Q3 | $2.86M | Hold |
20,000
| – | – | 0.21% | 77 |
|
|
2019
Q2 | $2.66M | Sell |
20,000
-10,000
| -33% | -$1.33M | 0.18% | 82 |
|
|
2019
Q1 | $3.79M | Buy |
+30,000
| New | +$3.79M | 0.21% | 80 |
|
|
2018
Q3 | – | Sell |
-13,000
| Closed | -$1.58M | – | 255 |
|
|
2018
Q2 | $1.58M | Buy |
+13,000
| New | +$1.58M | 0.08% | 141 |
|
|
2017
Q4 | – | Sell |
-2,500
| Closed | -$312K | – | 314 |
|
|
2017
Q3 | $312K | Buy |
+2,500
| New | +$312K | 0.02% | 178 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 275 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 281 |
|
|
2014
Q4 | – | Sell |
-9,000
| Closed | -$1.05M | – | 203 |
|
|
2014
Q3 | $1.05M | Sell |
9,000
-9,000
| -50% | -$1.05M | 0.06% | 143 |
|
|
2014
Q2 | $2.04M | Sell |
18,000
-34,000
| -65% | -$3.86M | 0.15% | 94 |
|
|
2014
Q1 | $5.67M | Buy |
+52,000
| New | +$5.67M | 0.42% | 43 |
|
|
2013
Q3 | – | Sell |
-32,500
| Closed | -$3.59M | – | 230 |
|
|
2013
Q2 | $3.59M | Buy |
+32,500
| New | +$3.59M | 0.37% | 59 |
|