Ranch Capital 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 | $329K | Buy |
3,733
+30
| +0.8% | +$2.65K | 0.14% | 119 |
|
|
2025
Q1 | $337K | Buy |
3,703
+179
| +5% | +$16.3K | 0.16% | 117 |
|
|
2024
Q4 | $308K | Sell |
3,524
-4,143
| -54% | -$362K | 0.15% | 122 |
|
|
2024
Q3 | $752K | Buy |
7,667
+3,355
| +78% | +$329K | 0.35% | 75 |
|
|
2024
Q2 | $396K | Buy |
4,312
+1,929
| +81% | +$177K | 0.21% | 111 |
|
|
2024
Q1 | $225K | Buy |
+2,383
| New | +$225K | 0.12% | 139 |
|
|
2021
Q3 | – | Sell |
-190
| Closed | -$27K | – | 680 |
|
|
2021
Q2 | $27K | Sell |
190
-2,100
| -92% | -$298K | 0.02% | 424 |
|
|
2021
Q1 | $310K | Buy |
2,290
+2,100
| +1,105% | +$284K | 0.2% | 119 |
|
|
2020
Q4 | $29K | Hold |
190
| – | – | 0.02% | 380 |
|
|
2020
Q3 | $31K | Hold |
190
| – | – | 0.02% | 363 |
|
|
2020
Q2 | $32K | Buy |
+190
| New | +$32K | 0.03% | 380 |
|