Ridgewood Investments’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 | $22.2K | Hold |
251
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $22.8K | Hold |
251
| – | – | 0.01% | 414 |
|
|
2024
Q4 | $21.9K | Hold |
251
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $24.6K | Sell |
251
-202
| -45% | -$19.8K | 0.01% | 403 |
|
|
2024
Q2 | $41.5K | Buy |
+453
| New | +$41.5K | 0.02% | 344 |
|
|
2023
Q3 | – | Sell |
-653
| Closed | -$67.2K | – | 700 |
|
|
2023
Q2 | $67.2K | Buy |
653
+200
| +44% | +$20.6K | 0.04% | 286 |
|
|
2023
Q1 | $48.1K | Buy |
+453
| New | +$48.1K | 0.03% | 345 |
|
|
2021
Q1 | – | Sell |
-1,476
| Closed | -$241K | – | 211 |
|
|
2020
Q4 | $241K | Hold |
1,476
| – | – | 0.19% | 137 |
|
|
2020
Q3 | $241K | Buy |
1,476
+1
| +0.1% | +$163 | 0.19% | 138 |
|
|
2020
Q2 | $242K | Sell |
1,475
-102
| -6% | -$16.7K | 0.2% | 136 |
|
|
2020
Q1 | $260K | Buy |
+1,577
| New | +$260K | 0.26% | 109 |
|
|
2019
Q4 | – | Sell |
-1,436
| Closed | -$205K | – | 202 |
|
|
2019
Q3 | $205K | Buy |
+1,436
| New | +$205K | 0.16% | 162 |
|