Keeler & Nadler Financial Planning & 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 | $1.02M | Sell |
11,551
-6,018
| -34% | -$531K | 0.41% | 39 |
|
|
2025
Q1 | $1.58M | Sell |
17,569
-9,897
| -36% | -$892K | 0.71% | 27 |
|
|
2024
Q4 | $2.4M | Sell |
27,466
-1,939
| -7% | -$169K | 1.12% | 21 |
|
|
2024
Q3 | $2.88M | Buy |
29,405
+7,859
| +36% | +$771K | 1.41% | 18 |
|
|
2024
Q2 | $1.98M | Buy |
21,546
+8,539
| +66% | +$784K | 1.09% | 23 |
|
|
2024
Q1 | $1.23M | Buy |
+13,007
| New | +$1.23M | 0.74% | 29 |
|