Sheridan Capital 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 | – | Sell |
-28,826
| Closed | -$2.62M | – | 30 |
|
|
2025
Q1 | $2.62M | Sell |
28,826
-2,709
| -9% | -$247K | 1.91% | 12 |
|
|
2024
Q4 | $2.75M | Sell |
31,535
-5,117
| -14% | -$447K | 1.93% | 12 |
|
|
2024
Q3 | $3.6M | Sell |
36,652
-193
| -0.5% | -$18.9K | 2.54% | 9 |
|
|
2024
Q2 | $3.31M | Sell |
36,845
-2,418
| -6% | -$217K | 2.46% | 11 |
|
|
2024
Q1 | $3.72M | Sell |
39,263
-4,855
| -11% | -$459K | 2.8% | 9 |
|
|
2023
Q4 | $4.36M | Buy |
+44,118
| New | +$4.36M | 3.52% | 8 |
|