Madrona Financial Services’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 | $242K | Sell |
2,737
-2,617
| -49% | -$231K | 0.06% | 96 |
|
|
2025
Q1 | $487K | Sell |
5,354
-33,482
| -86% | -$3.05M | 0.13% | 60 |
|
|
2024
Q4 | $3.39M | Sell |
38,836
-5,959
| -13% | -$520K | 0.92% | 30 |
|
|
2024
Q3 | $4.39M | Sell |
44,795
-126,313
| -74% | -$12.4M | 1.22% | 24 |
|
|
2024
Q2 | $15.7M | Buy |
171,108
+19,797
| +13% | +$1.82M | 4.82% | 6 |
|
|
2024
Q1 | $14.3M | Buy |
151,311
+31,119
| +26% | +$2.94M | 4.99% | 6 |
|
|
2023
Q4 | $11.9M | Buy |
+120,192
| New | +$11.9M | 4.69% | 6 |
|