NFP Retirement Inc’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 | $1.72M | Buy |
19,508
+5,963
| +44% | +$526K | 0.11% | 103 |
|
|
2025
Q1 | $1.23M | Sell |
13,545
-1,300
| -9% | -$118K | 0.1% | 106 |
|
|
2024
Q4 | $1.3M | Sell |
14,845
-2,262
| -13% | -$198K | 0.1% | 104 |
|
|
2024
Q3 | $1.68M | Buy |
17,107
+30
| +0.2% | +$2.94K | 0.14% | 90 |
|
|
2024
Q2 | $1.57M | Buy |
17,077
+927
| +6% | +$85.1K | 0.13% | 94 |
|
|
2024
Q1 | $1.53M | Buy |
16,150
+11,462
| +244% | +$1.08M | 0.13% | 96 |
|
|
2023
Q4 | $464K | Sell |
4,688
-898
| -16% | -$88.8K | 0.08% | 156 |
|
|
2023
Q3 | $495K | Sell |
5,586
-244
| -4% | -$21.6K | 0.09% | 148 |
|
|
2023
Q2 | $600K | Buy |
5,830
+1,266
| +28% | +$130K | 0.11% | 136 |
|
|
2023
Q1 | $486K | Buy |
4,564
+305
| +7% | +$32.4K | 0.1% | 156 |
|
|
2022
Q4 | $424K | Buy |
+4,259
| New | +$424K | 0.09% | 157 |
|
|
2022
Q3 | – | Sell |
-4,706
| Closed | -$541K | – | 234 |
|
|
2022
Q2 | $541K | Buy |
+4,706
| New | +$541K | 0.14% | 127 |
|