PSI 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
Q2 | $5.74M | Buy |
65,059
+1,489
| +2% | +$131K | 2.82% | 10 |
|
|
2025
Q1 | $5.79M | Sell |
63,570
-559
| -0.9% | -$50.9K | 1.88% | 13 |
|
|
2024
Q4 | $5.6M | Buy |
64,129
+63,475
| +9,706% | +$5.54M | 1.66% | 16 |
|
|
2024
Q3 | $64.2K | Buy |
654
+241
| +58% | +$23.6K | 0.02% | 239 |
|
|
2024
Q2 | $37.9K | Buy |
413
+183
| +80% | +$16.8K | 0.01% | 294 |
|
|
2024
Q1 | $21.8K | Hold |
230
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $22.7K | Hold |
230
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $20.4K | Sell |
230
-100
| -30% | -$8.87K | 0.01% | 384 |
|
|
2023
Q2 | $34K | Buy |
330
+146
| +79% | +$15K | 0.01% | 300 |
|
|
2023
Q1 | $19.6K | Hold |
184
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $18.3K | Hold |
184
| – | – | 0.01% | 331 |
|
|
2022
Q3 | $19K | Hold |
184
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $21K | Hold |
184
| – | – | 0.01% | 349 |
|
|
2022
Q1 | $24K | Hold |
184
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $27K | Sell |
184
-2
| -1% | -$293 | 0.01% | 355 |
|
|
2021
Q3 | $27K | Buy |
+186
| New | +$27K | 0.01% | 351 |
|
|
2020
Q1 | – | Sell |
-184
| Closed | -$24K | – | 537 |
|
|
2019
Q4 | $24K | Buy |
+184
| New | +$24K | 0.02% | 354 |
|