LPAM
Lodestar Private Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
12,842
-1,846
| -13% | -$163K | 0.13% | 93 |
|
|
2025
Q1 | $1.34M | Sell |
14,688
-5,902
| -29% | -$537K | 0.17% | 87 |
|
|
2024
Q4 | $1.8M | Sell |
20,590
-20,027
| -49% | -$1.75M | 0.22% | 76 |
|
|
2024
Q3 | $3.98M | Buy |
40,617
+3,308
| +9% | +$325K | 0.51% | 47 |
|
|
2024
Q2 | $3.42M | Sell |
37,309
-3,733
| -9% | -$343K | 0.47% | 52 |
|
|
2024
Q1 | $3.88M | Buy |
41,042
+9,302
| +29% | +$880K | 0.55% | 46 |
|
|
2023
Q4 | $3.14M | Buy |
+31,740
| New | +$3.14M | 0.48% | 54 |
|