Kaydan Wealth Management’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 | $5.38M | Sell |
60,959
-228,389
| -79% | -$20.2M | 1.76% | 10 |
|
|
2025
Q1 | $26.3M | Buy |
289,348
+74,165
| +34% | +$6.75M | 8.45% | 3 |
|
|
2024
Q4 | $18.8M | Sell |
215,183
-75,429
| -26% | -$6.59M | 6.25% | 7 |
|
|
2024
Q3 | $28.5M | Buy |
290,612
+144,822
| +99% | +$14.2M | 8.41% | 4 |
|
|
2024
Q2 | $13.4M | Buy |
+145,790
| New | +$13.4M | 4.74% | 9 |
|
|
2024
Q1 | – | Sell |
-162,785
| Closed | -$16.1M | – | 109 |
|
|
2023
Q4 | $16.1M | Buy |
+162,785
| New | +$16.1M | 6.54% | 4 |
|
|
2023
Q3 | – | Sell |
-89,292
| Closed | -$9.19M | – | 98 |
|
|
2023
Q2 | $9.19M | Sell |
89,292
-148,951
| -63% | -$15.3M | 3.85% | 6 |
|
|
2023
Q1 | $25.3M | Sell |
238,243
-74,736
| -24% | -$7.95M | 10.39% | 3 |
|
|
2022
Q4 | $31.2M | Buy |
+312,979
| New | +$31.2M | 12.46% | 3 |
|