Oxinas Partners Wealth 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 |
-40,483
| Closed | -$3.69M | – | 130 |
|
2025
Q1 | $3.69M | Buy |
+40,483
| New | +$3.69M | 2.18% | 13 |
|
2024
Q4 | – | Sell |
-50,764
| Closed | -$4.98M | – | 126 |
|
2024
Q3 | $4.98M | Buy |
+50,764
| New | +$4.98M | 3.05% | 6 |
|
2022
Q2 | – | Sell |
-2,019
| Closed | -$267K | – | 118 |
|
2022
Q1 | $267K | Sell |
2,019
-6,834
| -77% | -$904K | 0.17% | 94 |
|
2021
Q4 | $1.31M | Buy |
+8,853
| New | +$1.31M | 0.75% | 37 |
|