ORG 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 | $693K | Sell |
7,847
-7,270
| -48% | -$642K | 0.15% | 130 |
|
|
2025
Q1 | $1.38M | Sell |
15,117
-736
| -5% | -$67.3K | 0.34% | 61 |
|
|
2024
Q4 | $1.38M | Buy |
15,853
+12,128
| +326% | +$1.06M | 0.19% | 93 |
|
|
2024
Q3 | $366K | Sell |
3,725
-874
| -19% | -$85.8K | 0.06% | 207 |
|
|
2024
Q2 | $414K | Buy |
+4,599
| New | +$414K | 0.05% | 277 |
|
|
2024
Q1 | – | Sell |
-6,242
| Closed | -$618K | – | 1064 |
|
|
2023
Q4 | $618K | Buy |
6,242
+1,571
| +34% | +$155K | 0.1% | 158 |
|
|
2023
Q3 | $414K | Sell |
4,671
-6,225
| -57% | -$552K | 0.12% | 180 |
|
|
2023
Q2 | $1.11M | Buy |
+10,896
| New | +$1.11M | 0.18% | 109 |
|