Second Half Financial Partners’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 | $449K | Buy |
5,087
+767
| +18% | +$67.7K | 0.21% | 48 |
|
|
2025
Q1 | $393K | Buy |
4,320
+32
| +0.7% | +$2.91K | 0.2% | 57 |
|
|
2024
Q4 | $374K | Sell |
4,288
-147
| -3% | -$12.8K | 0.18% | 66 |
|
|
2024
Q3 | $435K | Buy |
+4,435
| New | +$435K | 0.23% | 62 |
|
|
2023
Q3 | – | Sell |
-102,696
| Closed | -$10.6M | – | 128 |
|
|
2023
Q2 | $10.6M | Buy |
+102,696
| New | +$10.6M | 2.41% | 5 |
|
|
2023
Q1 | – | Sell |
-429,982
| Closed | -$46.1M | – | 46 |
|
|
2022
Q4 | $46.1M | Buy |
429,982
+210,261
| +96% | +$22.5M | 30.06% | 1 |
|
|
2022
Q3 | $22.5M | Buy |
+219,721
| New | +$22.5M | 27.99% | 1 |
|