Lowery Thomas LLC’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 | – | Sell |
-2,807
| Closed | -$255K | – | 56 |
|
|
2025
Q1 | $255K | Sell |
2,807
-7,896
| -74% | -$719K | 0.17% | 51 |
|
|
2024
Q4 | $935K | Sell |
10,703
-5,632
| -34% | -$492K | 0.61% | 34 |
|
|
2024
Q3 | $1.6M | Buy |
+16,335
| New | +$1.6M | 1.09% | 26 |
|
|
2022
Q1 | – | Sell |
-1,465
| Closed | -$217K | – | 54 |
|
|
2021
Q4 | $217K | Buy |
+1,465
| New | +$217K | 0.15% | 45 |
|