Silver Oak Securities’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 | $1.51M | Buy |
17,055
+3,060
| +22% | +$270K | 0.12% | 171 |
|
|
2025
Q1 | $1.26M | Buy |
13,995
+8,293
| +145% | +$748K | 0.12% | 192 |
|
|
2024
Q4 | $501K | Buy |
5,702
+3,244
| +132% | +$285K | 0.05% | 378 |
|
|
2024
Q3 | $242K | Sell |
2,458
-3,742
| -60% | -$369K | 0.03% | 463 |
|
|
2024
Q2 | $569K | Buy |
6,200
+329
| +6% | +$30.2K | 0.09% | 201 |
|
|
2024
Q1 | $555K | Sell |
5,871
-5,429
| -48% | -$514K | 0.09% | 212 |
|
|
2023
Q4 | $1.12M | Buy |
11,300
+9,688
| +601% | +$958K | 0.15% | 154 |
|
|
2023
Q3 | $143K | Sell |
1,612
-2,563
| -61% | -$227K | 0.03% | 325 |
|
|
2023
Q2 | $430K | Sell |
4,175
-2,533
| -38% | -$261K | 0.07% | 259 |
|
|
2023
Q1 | $714K | Sell |
6,708
-4,579
| -41% | -$487K | 0.12% | 149 |
|
|
2022
Q4 | $1.12M | Buy |
11,287
+9,675
| +600% | +$963K | 0.21% | 86 |
|
|
2022
Q3 | $143K | Sell |
1,612
-8,597
| -84% | -$762K | 0.03% | 325 |
|
|
2022
Q2 | $1.21M | Buy |
10,209
+544
| +6% | +$64.4K | 0.27% | 68 |
|
|
2022
Q1 | $1.21M | Buy |
+9,665
| New | +$1.21M | 0.25% | 90 |
|