Patriot Investment Management 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 | – | Sell |
-8,512
| Closed | -$775K | – | 248 |
|
|
2025
Q1 | $775K | Buy |
8,512
+54
| +0.6% | +$4.92K | 0.06% | 125 |
|
|
2024
Q4 | $739K | Hold |
8,458
| – | – | 0.06% | 127 |
|
|
2024
Q3 | $830K | Hold |
8,458
| – | – | 0.06% | 124 |
|
|
2024
Q2 | $776K | Buy |
8,458
+416
| +5% | +$38.2K | 0.06% | 124 |
|
|
2024
Q1 | $761K | Hold |
8,042
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $795K | Buy |
+8,042
| New | +$795K | 0.07% | 117 |
|
|
2020
Q3 | – | Sell |
-366
| Closed | -$60K | – | 600 |
|
|
2020
Q2 | $60K | Buy |
+366
| New | +$60K | 0.01% | 313 |
|
|
2019
Q4 | – | Sell |
-1,511
| Closed | -$216K | – | 223 |
|
|
2019
Q3 | $216K | Buy |
+1,511
| New | +$216K | 0.03% | 205 |
|