Patten & Patten’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 | $390K | Sell |
4,418
-364
| -8% | -$32.1K | 0.03% | 243 |
|
|
2025
Q1 | $435K | Sell |
4,782
-85
| -2% | -$7.74K | 0.03% | 238 |
|
|
2024
Q4 | $425K | Buy |
4,867
+827
| +20% | +$72.2K | 0.03% | 236 |
|
|
2024
Q3 | $396K | Buy |
4,040
+51
| +1% | +$5K | 0.03% | 239 |
|
|
2024
Q2 | $366K | Buy |
3,989
+197
| +5% | +$18.1K | 0.03% | 238 |
|
|
2024
Q1 | $359K | Buy |
+3,792
| New | +$359K | 0.03% | 242 |
|