Kelly Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Sell |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $6.51M | Buy |
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|
2024
Q3 | $6.62M | Sell |
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|
2024
Q2 | $8.46M | Buy |
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|
2024
Q1 | $8.51M | Buy |
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|
2023
Q4 | $8.77M | Sell |
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|
2023
Q3 | $8.12M | Buy |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $119K | Sell |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | $96.7K | Buy |
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|
2020
Q4 | $97.2K | Buy |
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|
2020
Q3 | $20.6K | Buy |
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|
2020
Q2 | $8.52K | Buy |
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|
2020
Q1 | $7.09K | Hold |
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|
2019
Q4 | $5.83K | Hold |
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|
2019
Q3 | $6.15K | Hold |
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|
2019
Q2 | $5.71K | Hold |
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|
2019
Q1 | $5.44K | Buy |
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