Joule Financial’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 | $4.89M | Buy |
55,383
+23,713
| +75% | +$2.09M | 1.59% | 12 |
|
|
2025
Q1 | $2.88M | Buy |
31,670
+610
| +2% | +$55.5K | 1.01% | 15 |
|
|
2024
Q4 | $2.71M | Sell |
31,060
-541
| -2% | -$47.2K | 0.96% | 16 |
|
|
2024
Q3 | $3.1M | Buy |
31,601
+10,092
| +47% | +$990K | 1.13% | 12 |
|
|
2024
Q2 | $1.97M | Sell |
21,509
-4,309
| -17% | -$395K | 0.8% | 18 |
|
|
2024
Q1 | $2.44M | Buy |
25,818
+14,331
| +125% | +$1.36M | 1.01% | 12 |
|
|
2023
Q4 | $1.14M | Sell |
11,487
-334
| -3% | -$33K | 0.53% | 27 |
|
|
2023
Q3 | $1.05M | Sell |
11,821
-50,179
| -81% | -$4.45M | 0.54% | 26 |
|
|
2023
Q2 | $6.38M | Buy |
62,000
+577
| +0.9% | +$59.4K | 3.29% | 8 |
|
|
2023
Q1 | $6.53M | Buy |
61,423
+3,262
| +6% | +$347K | 3.51% | 8 |
|
|
2022
Q4 | $5.79M | Buy |
58,161
+45,168
| +348% | +$4.5M | 3.84% | 10 |
|
|
2022
Q3 | $1.33M | Buy |
12,993
+4,398
| +51% | +$451K | 1% | 21 |
|
|
2022
Q2 | $987K | Buy |
+8,595
| New | +$987K | 0.77% | 25 |
|