RDA Financial Network’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
Sell
-2,553
Closed -$232K 266
2025
Q1
$232K Sell
2,553
-5,467
-68% -$498K 0.07% 221
2024
Q4
$700K Buy
8,020
+1,228
+18% +$107K 0.2% 110
2024
Q3
$666K Sell
6,792
-286
-4% -$28.1K 0.21% 114
2024
Q2
$650K Buy
7,078
+3,285
+87% +$301K 0.21% 114
2024
Q1
$359K Sell
3,793
-345
-8% -$32.6K 0.12% 162
2023
Q4
$409K Buy
4,138
+619
+18% +$61.2K 0.16% 140
2023
Q3
$312K Buy
3,519
+1,078
+44% +$95.6K 0.14% 159
2023
Q2
$251K Buy
2,441
+413
+20% +$42.5K 0.11% 187
2023
Q1
$216K Buy
+2,028
New +$216K 0.1% 200
2019
Q4
Sell
-1,585
Closed -$221K 259
2019
Q3
$221K Buy
+1,585
New +$221K 0.09% 220