Narus Financial Partners’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 | $869K | Buy |
9,849
+253
| +3% | +$22.3K | 0.27% | 60 |
|
|
2025
Q1 | $874K | Sell |
9,596
-1,352
| -12% | -$123K | 0.3% | 56 |
|
|
2024
Q4 | $956K | Buy |
10,948
+6,306
| +136% | +$551K | 0.32% | 54 |
|
|
2024
Q3 | $455K | Buy |
+4,642
| New | +$455K | 0.16% | 87 |
|
|
2022
Q4 | – | Sell |
-6,752
| Closed | -$692K | – | 118 |
|
|
2022
Q3 | $692K | Sell |
6,752
-1,856
| -22% | -$190K | 0.44% | 40 |
|
|
2022
Q2 | $989K | Sell |
8,608
-4,552
| -35% | -$523K | 0.63% | 29 |
|
|
2022
Q1 | $1.74M | Buy |
+13,160
| New | +$1.74M | 0.97% | 17 |
|
|
2021
Q1 | $1.79M | Buy |
+13,181
| New | +$1.79M | 1.06% | 14 |
|
|
2019
Q4 | $2.23M | Buy |
16,497
+3,916
| +31% | +$531K | 1.57% | 5 |
|
|
2019
Q3 | $1.8M | Buy |
12,581
+1,024
| +9% | +$147K | 1.32% | 5 |
|
|
2019
Q2 | $1.53M | Buy |
+11,557
| New | +$1.53M | 1.19% | 6 |
|
|
2017
Q3 | $1.08M | Buy |
8,621
+894
| +12% | +$112K | 0.95% | 14 |
|
|
2017
Q2 | $967K | Buy |
7,727
+211
| +3% | +$26.4K | 0.9% | 15 |
|
|
2017
Q1 | $907K | Buy |
7,516
+179
| +2% | +$21.6K | 0.88% | 16 |
|
|
2016
Q4 | $874K | Buy |
+7,337
| New | +$874K | 0.92% | 14 |
|