Rothschild Investment LLC’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 | $5.87M | Buy |
66,471
+62,361
| +1,517% | +$5.5M | 0.37% | 68 |
|
|
2025
Q1 | $374K | Sell |
4,110
-662
| -14% | -$60.3K | 0.03% | 390 |
|
|
2024
Q4 | $417K | Sell |
4,772
-161
| -3% | -$14.1K | 0.03% | 375 |
|
|
2024
Q3 | $484K | Sell |
4,933
-8,734
| -64% | -$857K | 0.03% | 352 |
|
|
2024
Q2 | $1.25M | Sell |
13,667
-947
| -6% | -$86.9K | 0.09% | 199 |
|
|
2024
Q1 | $1.38M | Buy |
14,614
+89
| +0.6% | +$8.42K | 0.1% | 176 |
|
|
2023
Q4 | $1.44M | Buy |
+14,525
| New | +$1.44M | 0.12% | 146 |
|