Power Wealth Management’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 |
-2,206
| Closed | -$201K | – | 93 |
|
2025
Q1 | $201K | Sell |
2,206
-1,746
| -44% | -$159K | 0.08% | 83 |
|
2024
Q4 | $345K | Sell |
3,952
-379
| -9% | -$33.1K | 0.14% | 74 |
|
2024
Q3 | $425K | Sell |
4,331
-212
| -5% | -$20.8K | 0.18% | 67 |
|
2024
Q2 | $417K | Sell |
4,543
-3,171
| -41% | -$291K | 0.2% | 74 |
|
2024
Q1 | $730K | Buy |
7,714
+68
| +0.9% | +$6.43K | 0.46% | 48 |
|
2023
Q4 | $756K | Buy |
+7,646
| New | +$756K | 0.53% | 39 |
|