RCS Financial Planning’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
Q1 | – | Sell |
-6,733
| Closed | -$588K | – | 81 |
|
|
2024
Q4 | $588K | Buy |
6,733
+26
| +0.4% | +$2.27K | 0.31% | 47 |
|
|
2024
Q3 | $658K | Sell |
6,707
-1,410
| -17% | -$138K | 0.37% | 40 |
|
|
2024
Q2 | $745K | Buy |
8,117
+638
| +9% | +$58.6K | 0.44% | 38 |
|
|
2024
Q1 | $708K | Sell |
7,479
-5,736
| -43% | -$543K | 0.44% | 40 |
|
|
2023
Q4 | $1.31M | Buy |
13,215
+4,398
| +50% | +$435K | 0.86% | 27 |
|
|
2023
Q3 | $782K | Buy |
+8,817
| New | +$782K | 0.6% | 32 |
|