Resurgent Financial 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
Q1 | – | Sell |
-3,939
| Closed | -$344K | – | 190 |
|
|
2024
Q4 | $344K | Sell |
3,939
-359
| -8% | -$31.4K | 0.2% | 131 |
|
|
2024
Q3 | $422K | Buy |
4,298
+921
| +27% | +$90.4K | 0.25% | 120 |
|
|
2024
Q2 | $310K | Sell |
3,377
-371
| -10% | -$34.1K | 0.19% | 137 |
|
|
2024
Q1 | $355K | Sell |
3,748
-803
| -18% | -$76K | 0.19% | 138 |
|
|
2023
Q4 | $450K | Buy |
4,551
+2,141
| +89% | +$212K | 0.28% | 97 |
|
|
2023
Q3 | $214K | Buy |
2,410
+1,484
| +160% | +$132K | 0.15% | 138 |
|
|
2023
Q2 | $95.3K | Buy |
926
+121
| +15% | +$12.5K | 0.06% | 238 |
|
|
2023
Q1 | $85.6K | Sell |
805
-7
| -0.9% | -$745 | 0.06% | 250 |
|
|
2022
Q4 | $80.8K | Buy |
+812
| New | +$80.8K | 0.04% | 337 |
|