Spectrum Planning & Advisory Services’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 | $447K | Sell |
5,061
-8,006
| -61% | -$707K | 0.29% | 56 |
|
|
2025
Q1 | $1.19M | Sell |
13,067
-688
| -5% | -$62.6K | 0.99% | 24 |
|
|
2024
Q4 | $1.2M | Sell |
13,755
-2,557
| -16% | -$223K | 1.04% | 20 |
|
|
2024
Q3 | $1.6M | Sell |
16,312
-5,272
| -24% | -$517K | 1.54% | 15 |
|
|
2024
Q2 | $2.02M | Buy |
+21,584
| New | +$2.02M | 1.95% | 15 |
|
|
2023
Q4 | $361K | Buy |
3,654
+329
| +10% | +$32.5K | 0.51% | 32 |
|
|
2023
Q3 | $295K | Buy |
+3,325
| New | +$295K | 0.47% | 31 |
|