JT Stratford LLC’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 | $1.23M | Buy |
13,913
+628
| +5% | +$55.4K | 0.19% | 129 |
|
|
2025
Q1 | $1.21M | Buy |
13,285
+9,662
| +267% | +$880K | 0.21% | 117 |
|
|
2024
Q4 | $316K | Sell |
3,623
-396
| -10% | -$34.6K | 0.05% | 230 |
|
|
2024
Q3 | $394K | Buy |
4,019
+54
| +1% | +$5.3K | 0.07% | 220 |
|
|
2024
Q2 | $364K | Buy |
3,965
+6
| +0.2% | +$551 | 0.07% | 214 |
|
|
2024
Q1 | $375K | Sell |
3,959
-4,773
| -55% | -$452K | 0.07% | 208 |
|
|
2023
Q4 | $863K | Buy |
8,732
+3,185
| +57% | +$315K | 0.2% | 127 |
|
|
2023
Q3 | $492K | Buy |
5,547
+2,855
| +106% | +$253K | 0.13% | 167 |
|
|
2023
Q2 | $277K | Hold |
2,692
| – | – | 0.07% | 204 |
|
|
2023
Q1 | $286K | Buy |
2,692
+612
| +29% | +$65.1K | 0.08% | 195 |
|
|
2022
Q4 | $207K | Sell |
2,080
-154
| -7% | -$15.3K | 0.07% | 202 |
|
|
2022
Q3 | $229K | Buy |
2,234
+21
| +0.9% | +$2.15K | 0.08% | 176 |
|
|
2022
Q2 | $254K | Sell |
2,213
-18
| -0.8% | -$2.07K | 0.08% | 185 |
|
|
2022
Q1 | $295K | Buy |
+2,231
| New | +$295K | 0.09% | 165 |
|
|
2020
Q1 | – | Sell |
-6,164
| Closed | -$835K | – | 143 |
|
|
2019
Q4 | $835K | Sell |
6,164
-3,208
| -34% | -$435K | 0.38% | 72 |
|
|
2019
Q3 | $1.34M | Buy |
+9,372
| New | +$1.34M | 0.75% | 47 |
|