New Century 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 | – | Sell |
-3,393
| Closed | -$309K | – | 153 |
|
|
2025
Q1 | $309K | Sell |
3,393
-5,497
| -62% | -$500K | 0.36% | 92 |
|
|
2024
Q4 | $776K | Buy |
8,890
+1,221
| +16% | +$107K | 0.33% | 84 |
|
|
2024
Q3 | $752K | Sell |
7,669
-710
| -8% | -$69.7K | 0.28% | 109 |
|
|
2024
Q2 | $769K | Buy |
8,379
+1,879
| +29% | +$172K | 0.33% | 90 |
|
|
2024
Q1 | $615K | Sell |
6,500
-4,822
| -43% | -$456K | 0.43% | 82 |
|
|
2023
Q4 | $1.12M | Buy |
+11,322
| New | +$1.12M | 0.97% | 20 |
|