Modern 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 | $4.74M | Buy |
53,716
+1,757
| +3% | +$155K | 0.12% | 169 |
|
|
2025
Q1 | $4.73M | Sell |
51,959
-21,458
| -29% | -$1.95M | 0.15% | 132 |
|
|
2024
Q4 | $6.41M | Buy |
73,417
+34,920
| +91% | +$3.05M | 0.24% | 87 |
|
|
2024
Q3 | $3.78M | Buy |
38,497
+10,044
| +35% | +$985K | 0.23% | 71 |
|
|
2024
Q2 | $2.61M | Buy |
28,453
+9,148
| +47% | +$840K | 0.19% | 72 |
|
|
2024
Q1 | $1.83M | Buy |
+19,305
| New | +$1.83M | 0.17% | 77 |
|