Smith Salley Wealth 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 | $6.26M | Buy |
70,948
+761
| +1% | +$67.2K | 0.36% | 58 |
|
|
2025
Q1 | $6.39M | Buy |
70,187
+27,565
| +65% | +$2.51M | 0.42% | 54 |
|
|
2024
Q4 | $3.72M | Buy |
42,622
+486
| +1% | +$42.4K | 0.24% | 70 |
|
|
2024
Q3 | $4.13M | Buy |
42,136
+1,308
| +3% | +$128K | 0.27% | 67 |
|
|
2024
Q2 | $3.75M | Buy |
40,828
+693
| +2% | +$63.6K | 0.27% | 68 |
|
|
2024
Q1 | $3.8M | Buy |
+40,135
| New | +$3.8M | 0.29% | 62 |
|