Lauer 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 | $2.27M | Buy |
25,988
+23,590
| +984% | +$2.06M | 1.87% | 11 |
|
|
2025
Q1 | $216K | Buy |
+2,398
| New | +$216K | 0.17% | 40 |
|
|
2024
Q3 | – | Sell |
-4,234
| Closed | -$396K | – | 46 |
|
|
2024
Q2 | $396K | Sell |
4,234
-60,493
| -93% | -$5.66M | 0.31% | 24 |
|
|
2024
Q1 | $5.81M | Sell |
64,727
-5,158
| -7% | -$463K | 5.05% | 8 |
|
|
2023
Q4 | $6.61M | Buy |
69,885
+30,863
| +79% | +$2.92M | 6.13% | 7 |
|
|
2023
Q3 | $3.36M | Buy |
39,022
+1,617
| +4% | +$139K | 3.63% | 11 |
|
|
2023
Q2 | $3.71M | Buy |
37,405
+6,060
| +19% | +$602K | 3.84% | 9 |
|
|
2023
Q1 | $3.27M | Buy |
+31,345
| New | +$3.27M | 4.09% | 9 |
|