Ritholtz 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 | $272K | Sell |
3,083
-7,130
| -70% | -$629K | 0.01% | 824 |
|
|
2025
Q1 | $930K | Buy |
10,213
+4,380
| +75% | +$399K | 0.03% | 417 |
|
|
2024
Q4 | $509K | Sell |
5,833
-3,225
| -36% | -$282K | 0.02% | 558 |
|
|
2024
Q3 | $889K | Sell |
9,058
-3,196
| -26% | -$314K | 0.03% | 401 |
|
|
2024
Q2 | $1.12M | Sell |
12,254
-2,433
| -17% | -$223K | 0.04% | 326 |
|
|
2024
Q1 | $1.39M | Buy |
14,687
+4,927
| +50% | +$466K | 0.05% | 273 |
|
|
2023
Q4 | $965K | Sell |
9,760
-1,911
| -16% | -$189K | 0.04% | 334 |
|
|
2023
Q3 | $1.04M | Buy |
+11,671
| New | +$1.04M | 0.05% | 271 |
|
|
2021
Q4 | – | Sell |
-1,399
| Closed | -$202K | – | 561 |
|
|
2021
Q3 | $202K | Buy |
+1,399
| New | +$202K | 0.01% | 470 |
|