Shelton 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 | $4.41M | Buy |
49,927
+11,425
| +30% | +$1.01M | 2.12% | 10 |
|
|
2025
Q1 | $3.5M | Buy |
38,502
+32,170
| +508% | +$2.93M | 1.91% | 11 |
|
|
2024
Q4 | $553K | Sell |
6,332
-50,005
| -89% | -$4.37M | 0.29% | 88 |
|
|
2024
Q3 | $5.53M | Sell |
56,337
-6,032
| -10% | -$592K | 3% | 4 |
|
|
2024
Q2 | $5.72M | Sell |
62,369
-340
| -0.5% | -$31.2K | 3.25% | 4 |
|
|
2024
Q1 | $5.93M | Buy |
62,709
+37,901
| +153% | +$3.59M | 3.73% | 5 |
|
|
2023
Q4 | $2.45M | Sell |
24,808
-72,145
| -74% | -$7.13M | 1.74% | 15 |
|
|
2023
Q3 | $8.6M | Buy |
96,953
+8,369
| +9% | +$742K | 6.88% | 4 |
|
|
2023
Q2 | $9.12M | Buy |
88,584
+13,811
| +18% | +$1.42M | 7.07% | 4 |
|
|
2023
Q1 | $7.95M | Buy |
74,773
+34,392
| +85% | +$3.66M | 6.45% | 5 |
|
|
2022
Q4 | $4.02M | Buy |
40,381
+18,365
| +83% | +$1.83M | 3.17% | 11 |
|
|
2022
Q3 | $2.26M | Buy |
22,016
+66
| +0.3% | +$6.76K | 2.01% | 17 |
|
|
2022
Q2 | $2.52M | Buy |
+21,950
| New | +$2.52M | 2.14% | 15 |
|