Modera 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 | $320K | Buy |
3,624
+901
| +33% | +$79.5K | ﹤0.01% | 523 |
|
|
2025
Q1 | $248K | Sell |
2,723
-5,710
| -68% | -$520K | ﹤0.01% | 549 |
|
|
2024
Q4 | $736K | Buy |
8,433
+850
| +11% | +$74.2K | 0.01% | 371 |
|
|
2024
Q3 | $744K | Sell |
7,583
-13
| -0.2% | -$1.28K | 0.01% | 352 |
|
|
2024
Q2 | $697K | Sell |
7,596
-73
| -1% | -$6.7K | 0.01% | 341 |
|
|
2024
Q1 | $726K | Buy |
7,669
+552
| +8% | +$52.2K | 0.01% | 345 |
|
|
2023
Q4 | $704K | Buy |
+7,117
| New | +$704K | 0.01% | 328 |
|