Oak Family Advisors’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 |
-5,917
| Closed | -$539K | – | 97 |
|
|
2025
Q1 | $539K | Buy |
+5,917
| New | +$539K | 0.18% | 57 |
|
|
2024
Q4 | – | Sell |
-5,365
| Closed | -$526K | – | 138 |
|
|
2024
Q3 | $526K | Sell |
5,365
-5,141
| -49% | -$504K | 0.16% | 89 |
|
|
2024
Q2 | $964K | Buy |
10,506
+7
| +0.1% | +$642 | 0.33% | 57 |
|
|
2024
Q1 | $993K | Buy |
10,499
+142
| +1% | +$13.4K | 0.38% | 60 |
|
|
2023
Q4 | $1.02M | Sell |
10,357
-7
| -0.1% | -$692 | 0.43% | 60 |
|
|
2023
Q3 | $919K | Buy |
10,364
+208
| +2% | +$18.4K | 0.43% | 50 |
|
|
2023
Q2 | $1.05M | Buy |
+10,156
| New | +$1.05M | 0.5% | 51 |
|