Kingsview 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 | $9.97M | Buy |
113,001
+5,839
| +5% | +$515K | 0.17% | 106 |
|
|
2025
Q1 | $9.75M | Buy |
107,162
+7,375
| +7% | +$671K | 0.18% | 115 |
|
|
2024
Q4 | $8.71M | Sell |
99,787
-47,207
| -32% | -$4.12M | 0.17% | 129 |
|
|
2024
Q3 | $14.4M | Buy |
146,994
+76,577
| +109% | +$7.51M | 0.3% | 60 |
|
|
2024
Q2 | $6.46M | Sell |
70,417
-21,305
| -23% | -$1.96M | 0.15% | 147 |
|
|
2024
Q1 | $8.68M | Buy |
91,722
+1,099
| +1% | +$104K | 0.22% | 104 |
|
|
2023
Q4 | $8.96M | Buy |
90,623
+40,099
| +79% | +$3.96M | 0.27% | 85 |
|
|
2023
Q3 | $4.48M | Sell |
50,524
-24,682
| -33% | -$2.19M | 0.16% | 149 |
|
|
2023
Q2 | $7.74M | Buy |
75,206
+3,530
| +5% | +$363K | 0.3% | 76 |
|
|
2023
Q1 | $7.62M | Buy |
+71,676
| New | +$7.62M | 0.32% | 70 |
|
|
2022
Q4 | – | Sell |
-31,762
| Closed | -$3.25M | – | 904 |
|
|
2022
Q3 | $3.25M | Sell |
31,762
-21,137
| -40% | -$2.17M | 0.15% | 149 |
|
|
2022
Q2 | $6.08M | Buy |
52,899
+29,762
| +129% | +$3.42M | 0.29% | 84 |
|
|
2022
Q1 | $3.06M | Buy |
23,137
+10,877
| +89% | +$1.44M | 0.13% | 169 |
|
|
2021
Q4 | $1.82M | Buy |
12,260
+9,752
| +389% | +$1.45M | 0.08% | 264 |
|
|
2021
Q3 | $362K | Sell |
2,508
-14
| -0.6% | -$2.02K | 0.02% | 630 |
|
|
2021
Q2 | $364K | Buy |
2,522
+186
| +8% | +$26.8K | 0.02% | 648 |
|
|
2021
Q1 | $321K | Sell |
2,336
-2,968
| -56% | -$408K | 0.02% | 620 |
|
|
2020
Q4 | $837K | Sell |
5,304
-1,402
| -21% | -$221K | 0.06% | 314 |
|
|
2020
Q3 | $1.1M | Buy |
+6,706
| New | +$1.1M | 0.1% | 210 |
|
|
2017
Q3 | – | Sell |
-67
| Closed | -$8K | – | 293 |
|
|
2017
Q2 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 257 |
|