Regimen Wealth’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 |
-8,030
| Closed | -$731K | – | 78 |
|
|
2025
Q1 | $731K | Sell |
8,030
-17
| -0.2% | -$1.55K | 0.24% | 35 |
|
|
2024
Q4 | $701K | Sell |
8,047
-1,365
| -15% | -$119K | 0.23% | 36 |
|
|
2024
Q3 | $923K | Buy |
9,412
+65
| +0.7% | +$6.38K | 0.3% | 33 |
|
|
2024
Q2 | $858K | Sell |
9,347
-586
| -6% | -$53.8K | 0.3% | 33 |
|
|
2024
Q1 | $940K | Buy |
9,933
+23
| +0.2% | +$2.18K | 0.33% | 30 |
|
|
2023
Q4 | $980K | Buy |
9,910
+348
| +4% | +$34.4K | 0.38% | 28 |
|
|
2023
Q3 | $848K | Buy |
+9,562
| New | +$848K | 0.35% | 27 |
|