Personal CFO Solutions’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 |
-6,110
| Closed | -$556K | – | 511 |
|
|
2025
Q1 | $556K | Buy |
+6,110
| New | +$556K | 0.11% | 195 |
|
|
2024
Q4 | – | Sell |
-9,347
| Closed | -$917K | – | 598 |
|
|
2024
Q3 | $917K | Buy |
+9,347
| New | +$917K | 0.13% | 158 |
|
|
2024
Q2 | – | Sell |
-6,048
| Closed | -$572K | – | 598 |
|
|
2024
Q1 | $572K | Sell |
6,048
-8,108
| -57% | -$767K | 0.09% | 218 |
|
|
2023
Q4 | $1.4M | Buy |
+14,156
| New | +$1.4M | 0.24% | 79 |
|
|
2023
Q3 | – | Sell |
-21,469
| Closed | -$2.21M | – | 497 |
|
|
2023
Q2 | $2.21M | Sell |
21,469
-35
| -0.2% | -$3.6K | 0.45% | 49 |
|
|
2023
Q1 | $2.29M | Buy |
21,504
+231
| +1% | +$24.6K | 0.47% | 44 |
|
|
2022
Q4 | $2.12M | Buy |
21,273
+11,226
| +112% | +$1.12M | 0.45% | 46 |
|
|
2022
Q3 | $1.03M | Buy |
+10,047
| New | +$1.03M | 0.26% | 72 |
|
|
2022
Q2 | – | Sell |
-2,594
| Closed | -$343K | – | 492 |
|
|
2022
Q1 | $343K | Sell |
2,594
-10,334
| -80% | -$1.37M | 0.07% | 284 |
|
|
2021
Q4 | $1.92M | Buy |
12,928
+1,820
| +16% | +$270K | 0.36% | 50 |
|
|
2021
Q3 | $1.6M | Buy |
11,108
+1,689
| +18% | +$244K | 0.33% | 57 |
|
|
2021
Q2 | $1.36M | Buy |
+9,419
| New | +$1.36M | 0.28% | 73 |
|