Retirement Capital Strategies’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 |
-50,381
| Closed | -$4.59M | – | 80 |
|
2025
Q1 | $4.59M | Buy |
+50,381
| New | +$4.59M | 1.79% | 16 |
|
2024
Q4 | – | Sell |
-46,810
| Closed | -$4.59M | – | 88 |
|
2024
Q3 | $4.59M | Sell |
46,810
-2,694
| -5% | -$264K | 1.8% | 12 |
|
2024
Q2 | $4.54M | Buy |
+49,504
| New | +$4.54M | 1.82% | 12 |
|
2024
Q1 | – | Sell |
-50,201
| Closed | -$4.96M | – | 81 |
|
2023
Q4 | $4.96M | Buy |
+50,201
| New | +$4.96M | 2.15% | 12 |
|