Montag & Associates’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 | – | Sell |
-3,417
| Closed | -$311K | – | 1019 |
|
|
2025
Q1 | $311K | Sell |
3,417
-150
| -4% | -$13.7K | 0.02% | 359 |
|
|
2024
Q4 | $312K | Hold |
3,567
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $350K | Hold |
3,567
| – | – | 0.02% | 363 |
|
|
2024
Q2 | $327K | Buy |
3,567
+3,417
| +2,278% | +$314K | 0.02% | 356 |
|
|
2024
Q1 | $14.2K | Sell |
150
-150
| -50% | -$14.2K | ﹤0.01% | 731 |
|
|
2023
Q4 | $29.7K | Sell |
300
-1,524
| -84% | -$151K | ﹤0.01% | 651 |
|
|
2023
Q3 | $162K | Buy |
1,824
+786
| +76% | +$69.7K | 0.01% | 409 |
|
|
2023
Q2 | $107K | Buy |
+1,038
| New | +$107K | 0.01% | 463 |
|