Kestra Private Wealth Services’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 | $19.5M | Buy |
220,884
+25,591
| +13% | +$2.26M | 0.28% | 71 |
|
|
2025
Q1 | $17.8M | Sell |
195,293
-30,196
| -13% | -$2.75M | 0.3% | 70 |
|
|
2024
Q4 | $19.7M | Sell |
225,489
-63,683
| -22% | -$5.56M | 0.33% | 59 |
|
|
2024
Q3 | $28.4M | Buy |
289,172
+88,586
| +44% | +$8.69M | 0.52% | 32 |
|
|
2024
Q2 | $18.4M | Sell |
200,586
-26,451
| -12% | -$2.43M | 0.37% | 50 |
|
|
2024
Q1 | $21.5M | Buy |
227,037
+12,695
| +6% | +$1.2M | 0.48% | 39 |
|
|
2023
Q4 | $21.2M | Buy |
214,342
+17,877
| +9% | +$1.77M | 0.54% | 31 |
|
|
2023
Q3 | $17.4M | Buy |
196,465
+53,860
| +38% | +$4.78M | 0.55% | 35 |
|
|
2023
Q2 | $14.7M | Buy |
142,605
+17,757
| +14% | +$1.83M | 0.5% | 41 |
|
|
2023
Q1 | $13.3M | Buy |
124,848
+40,081
| +47% | +$4.26M | 0.53% | 38 |
|
|
2022
Q4 | $8.44M | Buy |
84,767
+63,692
| +302% | +$6.34M | 0.43% | 60 |
|
|
2022
Q3 | $2.16M | Sell |
21,075
-2,667
| -11% | -$273K | 0.13% | 189 |
|
|
2022
Q2 | $2.73M | Sell |
23,742
-55,423
| -70% | -$6.37M | 0.16% | 156 |
|
|
2022
Q1 | $10.5M | Sell |
79,165
-3,680
| -4% | -$486K | 0.52% | 33 |
|
|
2021
Q4 | $12.3M | Buy |
82,845
+8,166
| +11% | +$1.21M | 0.59% | 26 |
|
|
2021
Q3 | $10.8M | Buy |
+74,679
| New | +$10.8M | 0.6% | 27 |
|
|
2020
Q4 | – | Sell |
-11,075
| Closed | -$1.81M | – | 778 |
|
|
2020
Q3 | $1.81M | Buy |
+11,075
| New | +$1.81M | 0.16% | 147 |
|