Refined Wealth Management’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 | $5.03M | Buy |
57,026
+96
| +0.2% | +$8.47K | 3.46% | 11 |
|
|
2025
Q1 | $5.18M | Sell |
56,930
-28,907
| -34% | -$2.63M | 4.24% | 9 |
|
|
2024
Q4 | $7.5M | Sell |
85,837
-251
| -0.3% | -$21.9K | 5.71% | 7 |
|
|
2024
Q3 | $8.45M | Buy |
86,088
+1,406
| +2% | +$138K | 6.51% | 6 |
|
|
2024
Q2 | $7.77M | Buy |
84,682
+1,037
| +1% | +$95.2K | 5.99% | 7 |
|
|
2024
Q1 | $7.91M | Buy |
83,645
+4,616
| +6% | +$437K | 5.58% | 8 |
|
|
2023
Q4 | $7.81M | Buy |
79,029
+1,837
| +2% | +$182K | 6.09% | 7 |
|
|
2023
Q3 | $6.85M | Buy |
77,192
+283
| +0.4% | +$25.1K | 6.14% | 5 |
|
|
2023
Q2 | $7.92M | Buy |
76,909
+838
| +1% | +$86.3K | 6.53% | 5 |
|
|
2023
Q1 | $8.09M | Buy |
+76,071
| New | +$8.09M | 7.15% | 5 |
|