Omni 360 Wealth’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 |
-3,112
| Closed | -$283K | – | 225 |
|
|
2025
Q1 | $283K | Sell |
3,112
-257
| -8% | -$23.4K | 0.17% | 113 |
|
|
2024
Q4 | $294K | Sell |
3,369
-311
| -8% | -$27.2K | 0.18% | 98 |
|
|
2024
Q3 | $361K | Sell |
3,680
-45
| -1% | -$4.42K | 0.24% | 87 |
|
|
2024
Q2 | $342K | Buy |
3,725
+3
| +0.1% | +$275 | 0.25% | 83 |
|
|
2024
Q1 | $352K | Buy |
3,722
+415
| +13% | +$39.3K | 0.29% | 76 |
|
|
2023
Q4 | $327K | Buy |
+3,307
| New | +$327K | 0.3% | 73 |
|