Rezny Wealth Management’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 | – | Hold |
0
| – | -$8.08M | – | 9 |
|
|
2025
Q1 | – | Sell |
-100,004
| Closed | -$8.73M | – | 8 |
|
|
2024
Q4 | $8.73M | Buy |
100,004
+39,548
| +65% | +$3.45M | 2.14% | 9 |
|
|
2024
Q3 | $5.93M | Buy |
60,456
+1,547
| +3% | +$152K | 1.49% | 9 |
|
|
2024
Q2 | $5.41M | Buy |
58,909
+56,166
| +2,048% | +$5.15M | 1.45% | 11 |
|
|
2024
Q1 | $260K | Hold |
2,743
| – | – | 0.08% | 23 |
|
|
2023
Q4 | $271K | Buy |
+2,743
| New | +$271K | 0.09% | 20 |
|