Mather Group’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 | $302K | Hold |
3,423
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $312K | Sell |
3,423
-477
| -12% | -$43.4K | ﹤0.01% | 477 |
|
|
2024
Q4 | $341K | Buy |
+3,900
| New | +$341K | ﹤0.01% | 442 |
|
|
2024
Q3 | – | Sell |
-234
| Closed | -$22.1K | – | 2167 |
|
|
2024
Q2 | $22.1K | Buy |
234
+213
| +1,014% | +$20.1K | ﹤0.01% | 1244 |
|
|
2024
Q1 | $2.08K | Buy |
+21
| New | +$2.08K | ﹤0.01% | 1535 |
|
|
2020
Q2 | – | Sell |
-8,769
| Closed | -$1.45M | – | 222 |
|
|
2020
Q1 | $1.45M | Buy |
8,769
+1,720
| +24% | +$284K | 0.1% | 57 |
|
|
2019
Q4 | $955K | Buy |
+7,049
| New | +$955K | 0.06% | 66 |
|