Security Financial Services’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 | $792K | Buy |
8,971
+1,274
| +17% | +$112K | 0.14% | 83 |
|
|
2025
Q1 | $701K | Sell |
7,697
-16,985
| -69% | -$1.55M | 0.14% | 85 |
|
|
2024
Q4 | $2.16M | Buy |
24,682
+652
| +3% | +$56.9K | 0.44% | 46 |
|
|
2024
Q3 | $2.36M | Sell |
24,030
-304
| -1% | -$29.8K | 0.48% | 42 |
|
|
2024
Q2 | $2.23M | Sell |
24,334
-1,312
| -5% | -$120K | 0.49% | 40 |
|
|
2024
Q1 | $2.43M | Sell |
25,646
-3,170
| -11% | -$300K | 0.55% | 40 |
|
|
2023
Q4 | $2.85M | Buy |
28,816
+5,199
| +22% | +$514K | 0.7% | 36 |
|
|
2023
Q3 | $2.09M | Buy |
23,617
+18,003
| +321% | +$1.6M | 0.59% | 38 |
|
|
2023
Q2 | $578K | Sell |
5,614
-2,825
| -33% | -$291K | 0.16% | 83 |
|
|
2023
Q1 | $898K | Buy |
8,439
+2,382
| +39% | +$253K | 0.27% | 69 |
|
|
2022
Q4 | $603K | Sell |
6,057
-240
| -4% | -$23.9K | 0.19% | 84 |
|
|
2022
Q3 | $645K | Buy |
6,297
+160
| +3% | +$16.4K | 0.22% | 78 |
|
|
2022
Q2 | $705K | Buy |
6,137
+1,475
| +32% | +$169K | 0.22% | 75 |
|
|
2022
Q1 | $616K | Buy |
4,662
+2,083
| +81% | +$275K | 0.2% | 75 |
|
|
2021
Q4 | $382K | Buy |
+2,579
| New | +$382K | 0.13% | 97 |
|