Larson Financial Group’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 | $130K | Buy |
1,473
+234
| +19% | +$20.6K | 0.01% | 758 |
|
|
2025
Q1 | $113K | Sell |
1,239
-893
| -42% | -$81.3K | 0.01% | 761 |
|
|
2024
Q4 | $186K | Buy |
2,132
+219
| +11% | +$19.1K | 0.01% | 580 |
|
|
2024
Q3 | $188K | Buy |
1,913
+103
| +6% | +$10.1K | 0.01% | 585 |
|
|
2024
Q2 | $166K | Buy |
1,810
+1,251
| +224% | +$115K | 0.01% | 522 |
|
|
2024
Q1 | $52.9K | Hold |
559
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $55.3K | Sell |
559
-1,197
| -68% | -$118K | ﹤0.01% | 626 |
|
|
2023
Q3 | $156K | Buy |
1,756
+1,197
| +214% | +$106K | 0.02% | 370 |
|
|
2023
Q2 | $57.5K | Sell |
559
-671
| -55% | -$69.1K | 0.01% | 527 |
|
|
2023
Q1 | $131K | Buy |
1,230
+730
| +146% | +$77.7K | 0.01% | 385 |
|
|
2022
Q4 | $49.8K | Buy |
+500
| New | +$49.8K | 0.01% | 514 |
|
|
2022
Q3 | – | Sell |
-1,208
| Closed | -$139K | – | 1395 |
|
|
2022
Q2 | $139K | Sell |
1,208
-694
| -36% | -$79.9K | 0.02% | 219 |
|
|
2022
Q1 | $251K | Buy |
+1,902
| New | +$251K | 0.04% | 174 |
|
|
2021
Q4 | – | Sell |
-182
| Closed | -$26K | – | 1166 |
|
|
2021
Q3 | $26K | Buy |
+182
| New | +$26K | 0.01% | 418 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$7K | – | 843 |
|
|
2020
Q3 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 490 |
|