Merit Financial 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 | $1.24M | Sell |
14,047
-5,476
| -28% | -$483K | 0.01% | 691 |
|
|
2025
Q1 | $1.78M | Sell |
19,523
-24,291
| -55% | -$2.21M | 0.03% | 465 |
|
|
2024
Q4 | $3.83M | Buy |
43,814
+22,048
| +101% | +$1.93M | 0.07% | 228 |
|
|
2024
Q3 | $2.14M | Sell |
21,766
-19,669
| -47% | -$1.93M | 0.05% | 265 |
|
|
2024
Q2 | $3.8M | Buy |
41,435
+216
| +0.5% | +$19.8K | 0.08% | 183 |
|
|
2024
Q1 | $3.7M | Sell |
41,219
-1,989
| -5% | -$179K | 0.09% | 175 |
|
|
2023
Q4 | $4.27M | Sell |
43,208
-1,328
| -3% | -$131K | 0.13% | 111 |
|
|
2023
Q3 | $3.95M | Buy |
44,536
+33,415
| +300% | +$2.96M | 0.13% | 128 |
|
|
2023
Q2 | $1.14M | Buy |
11,121
+7,538
| +210% | +$776K | 0.04% | 308 |
|
|
2023
Q1 | $381K | Sell |
3,583
-825
| -19% | -$87.8K | 0.01% | 453 |
|
|
2022
Q4 | $439K | Sell |
4,408
-16,675
| -79% | -$1.66M | 0.02% | 454 |
|
|
2022
Q3 | $2.16M | Buy |
21,083
+2,403
| +13% | +$246K | 0.09% | 149 |
|
|
2022
Q2 | $2.15M | Buy |
+18,680
| New | +$2.15M | 0.07% | 173 |
|
|
2019
Q1 | – | Sell |
-2,507
| Closed | -$304K | – | 128 |
|
|
2018
Q4 | $304K | Buy |
+2,507
| New | +$304K | 0.05% | 85 |
|