Portside Wealth 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 | – | Sell |
-6,382
| Closed | -$581K | – | 467 |
|
|
2025
Q1 | $581K | Buy |
+6,382
| New | +$581K | 0.09% | 212 |
|
|
2024
Q4 | – | Sell |
-18,059
| Closed | -$1.77M | – | 429 |
|
|
2024
Q3 | $1.77M | Buy |
+18,059
| New | +$1.77M | 0.3% | 83 |
|
|
2024
Q2 | – | Sell |
-12,617
| Closed | -$1.19M | – | 391 |
|
|
2024
Q1 | $1.19M | Sell |
12,617
-28,673
| -69% | -$2.71M | 0.22% | 111 |
|
|
2023
Q4 | $4.08M | Buy |
+41,290
| New | +$4.08M | 0.76% | 32 |
|
|
2023
Q3 | – | Sell |
-53,065
| Closed | -$5.46M | – | 380 |
|
|
2023
Q2 | $5.46M | Buy |
+53,065
| New | +$5.46M | 1.01% | 23 |
|