Meridian Financial Partners’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 | $393K | Sell |
4,455
-2,636
| -37% | -$233K | 0.18% | 77 |
|
|
2025
Q1 | $645K | Sell |
7,091
-11,455
| -62% | -$1.04M | 0.33% | 59 |
|
|
2024
Q4 | $1.62M | Sell |
18,546
-31,355
| -63% | -$2.74M | 0.86% | 26 |
|
|
2024
Q3 | $4.9M | Sell |
49,901
-708
| -1% | -$69.5K | 2.48% | 9 |
|
|
2024
Q2 | $4.73M | Buy |
+50,609
| New | +$4.73M | 2.81% | 7 |
|
|
2023
Q3 | – | Sell |
-51,262
| Closed | -$5.21M | – | 83 |
|
|
2023
Q2 | $5.21M | Buy |
+51,262
| New | +$5.21M | 3.13% | 7 |
|
|
2021
Q3 | – | Sell |
-2,311
| Closed | -$347K | – | 82 |
|
|
2021
Q2 | $347K | Sell |
2,311
-2,161
| -48% | -$324K | 0.24% | 59 |
|
|
2021
Q1 | $624K | Sell |
4,472
-4,026
| -47% | -$562K | 0.47% | 46 |
|
|
2020
Q4 | $1.3M | Sell |
8,498
-1,756
| -17% | -$268K | 1% | 21 |
|
|
2020
Q3 | $1.64M | Buy |
+10,254
| New | +$1.64M | 1.38% | 15 |
|