Rooted Wealth 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 | $707K | Buy |
8,240
+989
| +14% | +$84.8K | 0.24% | 55 |
|
|
2025
Q1 | $673K | Sell |
7,251
-50
| -0.7% | -$4.64K | 0.29% | 47 |
|
|
2024
Q4 | $627K | Buy |
7,301
+602
| +9% | +$51.7K | 0.25% | 50 |
|
|
2024
Q3 | $635K | Sell |
6,699
-575
| -8% | -$54.5K | 0.28% | 47 |
|
|
2024
Q2 | $680K | Buy |
7,274
+630
| +9% | +$58.9K | 0.3% | 47 |
|
|
2024
Q1 | $612K | Buy |
6,644
+452
| +7% | +$41.6K | 0.3% | 50 |
|
|
2023
Q4 | $589K | Buy |
+6,192
| New | +$589K | 0.31% | 50 |
|
|
2023
Q2 | – | Sell |
-4,868
| Closed | -$512K | – | 100 |
|
|
2023
Q1 | $512K | Buy |
4,868
+391
| +9% | +$41.1K | 0.38% | 46 |
|
|
2022
Q4 | $446K | Buy |
+4,477
| New | +$446K | 0.37% | 46 |
|