Meridian 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 | $4.07M | Buy |
46,145
+987
| +2% | +$87.1K | 0.17% | 122 |
|
|
2025
Q1 | $4.11M | Buy |
45,158
+2,353
| +5% | +$214K | 0.2% | 112 |
|
|
2024
Q4 | $3.74M | Buy |
42,805
+16,009
| +60% | +$1.4M | 0.18% | 125 |
|
|
2024
Q3 | $2.63M | Buy |
+26,796
| New | +$2.63M | 0.13% | 160 |
|
|
2024
Q2 | – | Sell |
-10,150
| Closed | -$960K | – | 485 |
|
|
2024
Q1 | $960K | Sell |
10,150
-1,420
| -12% | -$134K | 0.16% | 93 |
|
|
2023
Q4 | $1.14M | Sell |
11,570
-2,436
| -17% | -$241K | 0.07% | 236 |
|
|
2023
Q3 | $1.24M | Sell |
14,006
-8,081
| -37% | -$717K | 0.08% | 207 |
|
|
2023
Q2 | $2.27M | Buy |
22,087
+4,328
| +24% | +$446K | 0.19% | 111 |
|
|
2023
Q1 | $1.89M | Buy |
17,759
+2,723
| +18% | +$290K | 0.16% | 133 |
|
|
2022
Q4 | $1.5M | Buy |
15,036
+9,580
| +176% | +$954K | 0.15% | 141 |
|
|
2022
Q3 | $559K | Buy |
+5,456
| New | +$559K | 0.06% | 259 |
|
|
2022
Q2 | – | Sell |
-1,666
| Closed | -$220K | – | 580 |
|
|
2022
Q1 | $220K | Buy |
+1,666
| New | +$220K | 0.02% | 360 |
|