JIP
Jaffetilchin Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
3,398
+25
| +0.7% | +$2.21K | 0.02% | 340 |
|
|
2025
Q1 | $307K | Buy |
3,373
+102
| +3% | +$9.29K | 0.02% | 324 |
|
|
2024
Q4 | $286K | Buy |
3,271
+63
| +2% | +$5.5K | 0.02% | 319 |
|
|
2024
Q3 | $315K | Sell |
3,208
-7
| -0.2% | -$687 | 0.02% | 282 |
|
|
2024
Q2 | $295K | Buy |
3,215
+11
| +0.3% | +$1.01K | 0.03% | 283 |
|
|
2024
Q1 | $303K | Sell |
3,204
-10,575
| -77% | -$1M | 0.03% | 287 |
|
|
2023
Q4 | $1.36M | Buy |
13,779
+10,863
| +373% | +$1.07M | 0.13% | 106 |
|
|
2023
Q3 | $259K | Sell |
2,916
-112
| -4% | -$9.93K | 0.03% | 288 |
|
|
2023
Q2 | $312K | Buy |
3,028
+16
| +0.5% | +$1.65K | 0.03% | 277 |
|
|
2023
Q1 | $320K | Buy |
3,012
+11
| +0.4% | +$1.17K | 0.04% | 274 |
|
|
2022
Q4 | $299K | Buy |
3,001
+17
| +0.6% | +$1.69K | 0.04% | 277 |
|
|
2022
Q3 | $306K | Sell |
2,984
-32
| -1% | -$3.28K | 0.04% | 243 |
|
|
2022
Q2 | $346K | Sell |
3,016
-404
| -12% | -$46.3K | 0.04% | 235 |
|
|
2022
Q1 | $403K | Buy |
3,420
+1,034
| +43% | +$122K | 0.05% | 220 |
|
|
2021
Q4 | $354K | Buy |
2,386
+4
| +0.2% | +$593 | 0.03% | 256 |
|
|
2021
Q3 | $344K | Sell |
2,382
-2,127
| -47% | -$307K | 0.04% | 254 |
|
|
2021
Q2 | $679K | Buy |
4,509
+2,007
| +80% | +$302K | 0.05% | 219 |
|
|
2021
Q1 | $339K | Buy |
2,502
+370
| +17% | +$50.1K | 0.04% | 249 |
|
|
2020
Q4 | $336K | Sell |
2,132
-38,954
| -95% | -$6.14M | 0.05% | 212 |
|
|
2020
Q3 | $6.71M | Buy |
41,086
+12,518
| +44% | +$2.04M | 1.24% | 18 |
|
|
2020
Q2 | $4.68M | Buy |
28,568
+18,921
| +196% | +$3.1M | 1.03% | 18 |
|
|
2020
Q1 | $1.59M | Buy |
9,647
+1,625
| +20% | +$268K | 0.56% | 28 |
|
|
2019
Q4 | $1.09M | Buy |
8,022
+1,766
| +28% | +$239K | 0.23% | 65 |
|
|
2019
Q3 | $895K | Buy |
6,256
+3,087
| +97% | +$442K | 0.21% | 68 |
|
|
2019
Q2 | $421K | Buy |
+3,169
| New | +$421K | 0.1% | 149 |
|