NewEdge Wealth’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 | $931K | Sell |
10,623
-4,627
| -30% | -$406K | 0.01% | 549 |
|
|
2025
Q1 | $1.39M | Sell |
15,250
-38,400
| -72% | -$3.5M | 0.03% | 423 |
|
|
2024
Q4 | $4.69M | Buy |
53,650
+1,328
| +3% | +$116K | 0.08% | 201 |
|
|
2024
Q3 | $5.13M | Buy |
52,322
+21,165
| +68% | +$2.08M | 0.09% | 189 |
|
|
2024
Q2 | $2.86M | Sell |
31,157
-3,333
| -10% | -$306K | 0.06% | 255 |
|
|
2024
Q1 | $3.07M | Buy |
+34,490
| New | +$3.07M | 0.07% | 244 |
|
|
2023
Q4 | – | Sell |
-17,260
| Closed | -$1.53M | – | 764 |
|
|
2023
Q3 | $1.53M | Buy |
+17,260
| New | +$1.53M | 0.05% | 299 |
|