Jones Financial Companies’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 | $14.6M | Buy |
166,919
+42,531
| +34% | +$3.72M | 0.01% | 312 |
|
|
2025
Q1 | $11.2M | Sell |
124,388
-8,909
| -7% | -$803K | 0.01% | 298 |
|
|
2024
Q4 | $11.6M | Buy |
133,297
+11,316
| +9% | +$988K | 0.01% | 239 |
|
|
2024
Q3 | $12M | Buy |
121,981
+57,520
| +89% | +$5.67M | 0.01% | 187 |
|
|
2024
Q2 | $5.92M | Buy |
64,461
+29,503
| +84% | +$2.71M | 0.01% | 191 |
|
|
2024
Q1 | $3.31M | Buy |
34,958
+31,667
| +962% | +$3M | ﹤0.01% | 166 |
|
|
2023
Q4 | $325K | Buy |
+3,291
| New | +$325K | ﹤0.01% | 271 |
|
|
2013
Q4 | – | Sell |
-121
| Closed | -$13K | – | 514 |
|
|
2013
Q3 | $13K | Buy |
+121
| New | +$13K | ﹤0.01% | 485 |
|