Smart Money Group’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
$2.41M Sell
27,269
-5,428
-17% -$479K 0.75% 15
2025
Q1
$2.98M Sell
32,697
-3,947
-11% -$359K 1.01% 12
2024
Q4
$3.2M Buy
36,644
+7,117
+24% +$622K 1.1% 27
2024
Q3
$2.73M Buy
29,527
+16,133
+120% +$1.49M 0.97% 30
2024
Q2
$1.27M Buy
+13,394
New +$1.27M 0.45% 39
2020
Q2
Sell
-2,658
Closed -$438K 96
2020
Q1
$438K Buy
+2,658
New +$438K 0.31% 57