Northwest Capital Management’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 |
-98
| Closed | -$8.92K | – | 438 |
|
2025
Q1 | $8.92K | Hold |
98
| – | – | ﹤0.01% | 324 |
|
2024
Q4 | $8.56K | Hold |
98
| – | – | ﹤0.01% | 322 |
|
2024
Q3 | $9.61K | Sell |
98
-46
| -32% | -$4.51K | ﹤0.01% | 327 |
|
2024
Q2 | $13.2K | Sell |
144
-75
| -34% | -$6.88K | ﹤0.01% | 287 |
|
2024
Q1 | $20.7K | Buy |
219
+10
| +5% | +$946 | 0.01% | 305 |
|
2023
Q4 | $20.7K | Hold |
209
| – | – | 0.01% | 300 |
|
2023
Q3 | $18.5K | Sell |
209
-451
| -68% | -$40K | 0.01% | 293 |
|
2023
Q2 | $67.9K | Buy |
+660
| New | +$67.9K | 0.03% | 182 |
|