NorthRock 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 | $81.2K | Sell |
921
-474
| -34% | -$41.8K | ﹤0.01% | 721 |
|
|
2025
Q1 | $127K | Sell |
1,395
-23
| -2% | -$2.09K | ﹤0.01% | 606 |
|
|
2024
Q4 | $124K | Sell |
1,418
-5,294
| -79% | -$462K | ﹤0.01% | 596 |
|
|
2024
Q3 | $658K | Sell |
6,712
-6,728
| -50% | -$660K | 0.02% | 295 |
|
|
2024
Q2 | $1.23M | Sell |
13,440
-31,109
| -70% | -$2.86M | 0.05% | 171 |
|
|
2024
Q1 | $4.22M | Sell |
44,549
-11,910
| -21% | -$1.13M | 0.16% | 75 |
|
|
2023
Q4 | $5.58M | Buy |
+56,459
| New | +$5.58M | 0.23% | 58 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 368 |
|