Simplicity Wealth’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 | $14.3M | Buy |
161,760
+149,014
| +1,169% | +$13.2M | 0.59% | 31 |
|
|
2025
Q1 | $1.16M | Buy |
+12,746
| New | +$1.16M | 0.09% | 227 |
|
|
2024
Q4 | – | Sell |
-22,248
| Closed | -$2.18M | – | 499 |
|
|
2024
Q3 | $2.18M | Sell |
22,248
-10,494
| -32% | -$1.03M | 0.2% | 106 |
|
|
2024
Q2 | $3.01M | Buy |
32,742
+6,124
| +23% | +$562K | 0.07% | 274 |
|
|
2024
Q1 | $2.52M | Sell |
26,618
-824
| -3% | -$78K | 0.06% | 304 |
|
|
2023
Q4 | $2.71M | Buy |
27,442
+11,625
| +73% | +$1.15M | 1.05% | 24 |
|
|
2023
Q3 | $1.4M | Buy |
+15,817
| New | +$1.4M | 0.82% | 26 |
|