Lake Street Private Wealth’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 | $1.91M | Buy |
21,638
+1,474
| +7% | +$130K | 0.27% | 77 |
|
|
2025
Q1 | $1.84M | Buy |
20,164
+2,639
| +15% | +$240K | 0.3% | 78 |
|
|
2024
Q4 | $1.53M | Sell |
17,525
-3,072
| -15% | -$268K | 0.24% | 82 |
|
|
2024
Q3 | $2.02M | Buy |
20,597
+2,335
| +13% | +$229K | 0.32% | 77 |
|
|
2024
Q2 | $1.68M | Buy |
18,262
+1,070
| +6% | +$98.2K | 0.22% | 110 |
|
|
2024
Q1 | $1.63M | Buy |
17,192
+569
| +3% | +$53.8K | 0.22% | 113 |
|
|
2023
Q4 | $1.64M | Sell |
16,623
-849
| -5% | -$84K | 0.26% | 99 |
|
|
2023
Q3 | $1.55M | Sell |
17,472
-8,803
| -34% | -$781K | 0.28% | 97 |
|
|
2023
Q2 | $2.7M | Buy |
26,275
+609
| +2% | +$62.7K | 0.48% | 63 |
|
|
2023
Q1 | $2.73M | Buy |
25,666
+11,189
| +77% | +$1.19M | 0.51% | 53 |
|
|
2022
Q4 | $1.44M | Buy |
+14,477
| New | +$1.44M | 0.3% | 96 |
|