Lane & Associates’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
Q1 | – | Sell |
-12,358
| Closed | -$1.08M | – | 122 |
|
|
2024
Q4 | $1.08M | Sell |
12,358
-1,576
| -11% | -$138K | 0.56% | 38 |
|
|
2024
Q3 | $1.37M | Sell |
13,934
-3,807
| -21% | -$373K | 0.74% | 35 |
|
|
2024
Q2 | $1.63M | Buy |
17,741
+2,422
| +16% | +$222K | 0.96% | 29 |
|
|
2024
Q1 | $1.45M | Buy |
15,319
+3,548
| +30% | +$336K | 0.91% | 26 |
|
|
2023
Q4 | $1.16M | Buy |
11,771
+123
| +1% | +$12.2K | 0.85% | 30 |
|
|
2023
Q3 | $1.03M | Buy |
11,648
+8,624
| +285% | +$765K | 0.83% | 30 |
|
|
2023
Q2 | $311K | Buy |
3,024
+926
| +44% | +$95.3K | 0.25% | 74 |
|
|
2023
Q1 | $223K | Buy |
+2,098
| New | +$223K | 0.2% | 92 |
|