Quotient Wealth Partners’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 | $59.7M | Buy |
676,939
+58,552
| +9% | +$5.17M | 1.76% | 18 |
|
|
2025
Q1 | $56.3M | Buy |
618,387
+40,913
| +7% | +$3.72M | 1.8% | 16 |
|
|
2024
Q4 | $50.4M | Buy |
577,474
+16,197
| +3% | +$1.41M | 1.65% | 17 |
|
|
2024
Q3 | $55.1M | Buy |
561,277
+12,627
| +2% | +$1.24M | 1.81% | 15 |
|
|
2024
Q2 | $50.4M | Buy |
548,650
+99,798
| +22% | +$9.16M | 1.76% | 17 |
|
|
2024
Q1 | $42.5M | Buy |
448,852
+44,571
| +11% | +$4.22M | 1.52% | 19 |
|
|
2023
Q4 | $40M | Buy |
+404,281
| New | +$40M | 1.55% | 17 |
|