Maripau Wealth Management’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 | $407K | Sell |
4,611
-5,720
| -55% | -$505K | 0.21% | 96 |
|
|
2025
Q1 | $940K | Sell |
10,331
-2,441
| -19% | -$222K | 0.54% | 43 |
|
|
2024
Q4 | $1.12M | Sell |
12,772
-14,018
| -52% | -$1.22M | 0.66% | 35 |
|
|
2024
Q3 | $2.63M | Sell |
26,790
-4,468
| -14% | -$438K | 2.28% | 15 |
|
|
2024
Q2 | $2.87M | Sell |
31,258
-283
| -0.9% | -$26K | 1.96% | 10 |
|
|
2024
Q1 | $2.98M | Sell |
31,541
-941
| -3% | -$89K | 2.24% | 7 |
|
|
2023
Q4 | $3.21M | Sell |
32,482
-8,669
| -21% | -$857K | 2.79% | 7 |
|
|
2023
Q3 | $3.65M | Buy |
41,151
+9,312
| +29% | +$826K | 3.36% | 6 |
|
|
2023
Q2 | $3.28M | Buy |
31,839
+5,287
| +20% | +$544K | 2.92% | 8 |
|
|
2023
Q1 | $2.82M | Sell |
26,552
-2,167
| -8% | -$231K | 2.94% | 10 |
|
|
2022
Q4 | $3.1M | Buy |
28,719
+980
| +4% | +$106K | 3.23% | 8 |
|
|
2022
Q3 | $2.67M | Buy |
27,739
+2,866
| +12% | +$275K | 2.88% | 7 |
|
|
2022
Q2 | $2.99M | Sell |
24,873
-2,203
| -8% | -$264K | 3.23% | 6 |
|
|
2022
Q1 | $3.21M | Sell |
27,076
-5,937
| -18% | -$704K | 2.9% | 9 |
|
|
2021
Q4 | $4.5M | Buy |
+33,013
| New | +$4.5M | 4.26% | 6 |
|