Retirement Financial Solutions’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 | $7.55M | Sell |
85,565
-3,847
| -4% | -$339K | 4.68% | 10 |
|
|
2025
Q1 | $8.14M | Sell |
89,412
-3,054
| -3% | -$278K | 4.92% | 10 |
|
|
2024
Q4 | $8.08M | Sell |
92,466
-636
| -0.7% | -$55.5K | 4.35% | 10 |
|
|
2024
Q3 | $9.13M | Buy |
93,102
+696
| +0.8% | +$68.3K | 4% | 11 |
|
|
2024
Q2 | $8.48M | Buy |
92,406
+7,319
| +9% | +$672K | 3.99% | 11 |
|
|
2024
Q1 | $8.05M | Buy |
85,087
+7,411
| +10% | +$701K | 4.14% | 11 |
|
|
2023
Q4 | $7.68M | Buy |
+77,676
| New | +$7.68M | 4.35% | 11 |
|
|
2023
Q1 | – | Sell |
-1,761
| Closed | -$175K | – | 226 |
|
|
2022
Q4 | $175K | Buy |
+1,761
| New | +$175K | 0.15% | 29 |
|