PFG Investments’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 | $1.64M | Buy |
18,560
+4,820
| +35% | +$425K | 0.1% | 201 |
|
2025
Q1 | $1.25M | Buy |
13,740
+3,497
| +34% | +$318K | 0.08% | 243 |
|
2024
Q4 | $895K | Sell |
10,243
-733
| -7% | -$64K | 0.06% | 323 |
|
2024
Q3 | $1.08M | Buy |
10,976
+1,794
| +20% | +$176K | 0.07% | 283 |
|
2024
Q2 | $843K | Sell |
9,182
-11,178
| -55% | -$1.03M | 0.06% | 303 |
|
2024
Q1 | $1.93M | Buy |
20,360
+4,120
| +25% | +$390K | 0.12% | 198 |
|
2023
Q4 | $1.61M | Buy |
16,240
+2,631
| +19% | +$260K | 0.3% | 71 |
|
2023
Q3 | $1.21M | Buy |
13,609
+7,514
| +123% | +$666K | 0.23% | 91 |
|
2023
Q2 | $627K | Buy |
6,095
+153
| +3% | +$15.8K | 0.11% | 201 |
|
2023
Q1 | $632K | Buy |
+5,942
| New | +$632K | 0.13% | 182 |
|