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