Patton Albertson Miller 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 | $1.35M | Sell |
15,247
-1,220
| -7% | -$108K | 0.18% | 101 |
|
|
2025
Q1 | $1.5M | Buy |
16,467
+9,707
| +144% | +$884K | 0.22% | 96 |
|
|
2024
Q4 | $590K | Buy |
+6,760
| New | +$590K | 0.08% | 139 |
|
|
2018
Q4 | – | Sell |
-2,353
| Closed | -$270K | – | 256 |
|
|
2018
Q3 | $270K | Sell |
2,353
-126
| -5% | -$14.5K | 0.14% | 112 |
|
|
2018
Q2 | $302K | Sell |
2,479
-1,571
| -39% | -$191K | 0.15% | 107 |
|
|
2018
Q1 | $494K | Buy |
+4,050
| New | +$494K | 0.22% | 89 |
|
|
2017
Q1 | – | Sell |
-8,664
| Closed | -$1.03M | – | 140 |
|
|
2016
Q4 | $1.03M | Sell |
8,664
-602
| -6% | -$71.7K | 0.44% | 71 |
|
|
2016
Q3 | $1.27M | Buy |
9,266
+3,597
| +63% | +$495K | 0.56% | 55 |
|
|
2016
Q2 | $787K | Buy |
+5,669
| New | +$787K | 0.35% | 79 |
|