Journey Strategic 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 | $22.9M | Buy |
260,020
+16,862
| +7% | +$1.49M | 0.74% | 10 |
|
|
2025
Q1 | $22.1M | Sell |
243,158
-39,969
| -14% | -$3.64M | 0.77% | 8 |
|
|
2024
Q4 | $24.7M | Buy |
283,127
+17,943
| +7% | +$1.57M | 0.92% | 7 |
|
|
2024
Q3 | $26M | Buy |
265,184
+55,574
| +27% | +$5.45M | 0.95% | 7 |
|
|
2024
Q2 | $19.2M | Buy |
209,610
+20,064
| +11% | +$1.84M | 0.82% | 7 |
|
|
2024
Q1 | $17.9M | Sell |
189,546
-10,300
| -5% | -$975K | 0.79% | 9 |
|
|
2023
Q4 | $19.8M | Buy |
199,846
+11,922
| +6% | +$1.18M | 0.93% | 9 |
|
|
2023
Q3 | $16.7M | Buy |
187,924
+43,366
| +30% | +$3.85M | 0.8% | 9 |
|
|
2023
Q2 | $14.9M | Buy |
144,558
+64
| +0% | +$6.59K | 0.67% | 10 |
|
|
2023
Q1 | $15.4M | Buy |
144,494
+91,557
| +173% | +$9.74M | 1.62% | 7 |
|
|
2022
Q4 | $5.27M | Buy |
52,937
+5,539
| +12% | +$551K | 0.62% | 13 |
|
|
2022
Q3 | $4.86M | Buy |
47,398
+12,664
| +36% | +$1.3M | 0.66% | 13 |
|
|
2022
Q2 | $3.99M | Buy |
+34,734
| New | +$3.99M | 0.53% | 18 |
|
|
2022
Q1 | – | Sell |
-5,150
| Closed | -$763K | – | 232 |
|
|
2021
Q4 | $763K | Buy |
+5,150
| New | +$763K | 0.08% | 49 |
|