Keebeck 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 | $828K | Buy |
9,383
+2,395
| +34% | +$211K | 0.11% | 149 |
|
|
2025
Q1 | $636K | Sell |
6,988
-12,024
| -63% | -$1.09M | 0.09% | 152 |
|
|
2024
Q4 | $1.66M | Buy |
19,012
+2,727
| +17% | +$238K | 0.24% | 100 |
|
|
2024
Q3 | $1.6M | Sell |
16,285
-991
| -6% | -$97.2K | 0.23% | 104 |
|
|
2024
Q2 | $1.59M | Buy |
17,276
+2,951
| +21% | +$271K | 0.23% | 107 |
|
|
2024
Q1 | $1.36M | Buy |
14,325
+472
| +3% | +$44.7K | 0.2% | 121 |
|
|
2023
Q4 | $1.37M | Buy |
13,853
+179
| +1% | +$17.7K | 0.23% | 108 |
|
|
2023
Q3 | $1.21M | Buy |
13,674
+7,697
| +129% | +$683K | 0.21% | 111 |
|
|
2023
Q2 | $615K | Sell |
5,977
-3,558
| -37% | -$366K | 0.08% | 161 |
|
|
2023
Q1 | $1.01M | Buy |
9,535
+3,970
| +71% | +$422K | 0.16% | 114 |
|
|
2022
Q4 | $554K | Sell |
5,565
-1,124
| -17% | -$112K | 0.1% | 145 |
|
|
2022
Q3 | $685K | Buy |
+6,689
| New | +$685K | 0.13% | 125 |
|