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 |
|