Rise Advisors’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 | $43.9K | Buy |
497
+20
| +4% | +$1.77K | 0.02% | 266 |
|
|
2025
Q1 | $43.4K | Buy |
477
+13
| +3% | +$1.18K | 0.02% | 252 |
|
|
2024
Q4 | $40.5K | Sell |
464
-251
| -35% | -$21.9K | 0.02% | 280 |
|
|
2024
Q3 | $70.2K | Sell |
715
-259
| -27% | -$25.4K | 0.03% | 181 |
|
|
2024
Q2 | $89.4K | Buy |
974
+803
| +470% | +$73.7K | 0.05% | 160 |
|
|
2024
Q1 | $16.2K | Buy |
+171
| New | +$16.2K | 0.01% | 808 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$1.18K | – | 796 |
|
|
2023
Q1 | $1.18K | Buy |
+11
| New | +$1.18K | ﹤0.01% | 640 |
|