Plante Moran Financial Advisors’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
Q1 | – | Sell |
-104
| Closed | -$9.08K | – | 976 |
|
|
2024
Q4 | $9.08K | Buy |
104
+32
| +44% | +$2.79K | ﹤0.01% | 591 |
|
|
2024
Q3 | $7.06K | Hold |
72
| – | – | ﹤0.01% | 645 |
|
|
2024
Q2 | $6.61K | Hold |
72
| – | – | ﹤0.01% | 622 |
|
|
2024
Q1 | $6.81K | Hold |
72
| – | – | ﹤0.01% | 657 |
|
|
2023
Q4 | $7.12K | Buy |
72
+53
| +279% | +$5.24K | ﹤0.01% | 604 |
|
|
2023
Q3 | $1.69K | Buy |
+19
| New | +$1.69K | ﹤0.01% | 666 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1080 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1070 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1141 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 754 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $3K | Sell |
20
-1,300
| -98% | -$195K | ﹤0.01% | 639 |
|
|
2020
Q1 | $218K | Buy |
1,320
+1,318
| +65,900% | +$218K | 0.1% | 106 |
|
|
2019
Q4 | $0 | Sell |
2
-1,680
| -100% | – | ﹤0.01% | 893 |
|
|
2019
Q3 | $241K | Buy |
1,682
+800
| +91% | +$115K | 0.07% | 137 |
|
|
2019
Q2 | $117K | Buy |
+882
| New | +$117K | 0.04% | 204 |
|
|
2016
Q4 | – | Sell |
-156
| Closed | -$21K | – | 1035 |
|
|
2016
Q3 | $21K | Buy |
+156
| New | +$21K | 0.01% | 484 |
|