Omega Financial Group’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 | $1.05M | Sell |
11,924
-7,913
| -40% | -$698K | 0.37% | 46 |
|
|
2025
Q1 | $1.81M | Buy |
19,837
+103
| +0.5% | +$9.38K | 0.69% | 36 |
|
|
2024
Q4 | $1.72M | Buy |
19,734
+527
| +3% | +$46K | 0.65% | 36 |
|
|
2024
Q3 | $1.88M | Buy |
19,207
+2,502
| +15% | +$245K | 0.71% | 35 |
|
|
2024
Q2 | $1.53M | Sell |
16,705
-163
| -1% | -$15K | 0.62% | 40 |
|
|
2024
Q1 | $1.6M | Buy |
16,868
+3,067
| +22% | +$290K | 0.65% | 39 |
|
|
2023
Q4 | $1.36M | Buy |
13,801
+7,876
| +133% | +$779K | 0.58% | 42 |
|
|
2023
Q3 | $526K | Buy |
+5,925
| New | +$526K | 0.26% | 60 |
|