SeaCrest 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 | $809K | Buy |
9,170
+2,821
| +44% | +$249K | 0.09% | 211 |
|
|
2025
Q1 | $578K | Buy |
6,349
+75
| +1% | +$6.83K | 0.07% | 286 |
|
|
2024
Q4 | $548K | Buy |
6,274
+1,707
| +37% | +$149K | 0.06% | 314 |
|
|
2024
Q3 | $448K | Sell |
4,567
-136
| -3% | -$13.3K | 0.05% | 373 |
|
|
2024
Q2 | $432K | Buy |
4,703
+466
| +11% | +$42.8K | 0.05% | 356 |
|
|
2024
Q1 | $401K | Sell |
4,237
-3,746
| -47% | -$354K | 0.05% | 363 |
|
|
2023
Q4 | $769K | Buy |
7,983
+432
| +6% | +$41.6K | 0.09% | 223 |
|
|
2023
Q3 | $670K | Sell |
7,551
-6,117
| -45% | -$543K | 0.09% | 244 |
|
|
2023
Q2 | $1.41M | Buy |
13,668
+6,584
| +93% | +$678K | 0.18% | 117 |
|
|
2023
Q1 | $754K | Sell |
7,084
-1,487
| -17% | -$158K | 0.1% | 224 |
|
|
2022
Q4 | $853K | Buy |
8,571
+2,611
| +44% | +$260K | 0.12% | 192 |
|
|
2022
Q3 | $611K | Sell |
5,960
-212
| -3% | -$21.7K | 0.09% | 242 |
|
|
2022
Q2 | $709K | Buy |
+6,172
| New | +$709K | 0.09% | 233 |
|
|
2021
Q3 | – | Sell |
-3,752
| Closed | -$542K | – | 722 |
|
|
2021
Q2 | $542K | Buy |
+3,752
| New | +$542K | 0.07% | 319 |
|
|
2019
Q2 | – | Sell |
-80
| Closed | -$10K | – | 1719 |
|
|
2019
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 1535 |
|
|
2018
Q4 | $10K | Hold |
80
| – | – | ﹤0.01% | 1508 |
|
|
2018
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 1698 |
|
|
2018
Q2 | $10K | Hold |
80
| – | – | ﹤0.01% | 1617 |
|
|
2018
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 1592 |
|
|
2017
Q4 | $10K | Buy |
+80
| New | +$10K | ﹤0.01% | 1606 |
|