RAM Investment 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 | $416K | Hold |
4,718
| – | – | 0.09% | 63 |
|
|
2025
Q1 | $429K | Hold |
4,718
| – | – | 0.11% | 59 |
|
|
2024
Q4 | $412K | Sell |
4,718
-497
| -10% | -$43.4K | 0.1% | 60 |
|
|
2024
Q3 | $512K | Buy |
5,215
+3,015
| +137% | +$296K | 0.13% | 46 |
|
|
2024
Q2 | $202K | Buy |
2,200
+33
| +2% | +$3.03K | 0.06% | 83 |
|
|
2024
Q1 | $205K | Buy |
2,167
+14
| +0.7% | +$1.33K | 0.06% | 85 |
|
|
2023
Q4 | $213K | Buy |
+2,153
| New | +$213K | 0.07% | 62 |
|
|
2023
Q1 | – | Sell |
-3,771
| Closed | -$375K | – | 50 |
|
|
2022
Q4 | $375K | Buy |
+3,771
| New | +$375K | 0.23% | 35 |
|