SteelPeak 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 | $317K | Sell |
3,587
-299
| -8% | -$26.4K | 0.01% | 398 |
|
|
2025
Q1 | $354K | Sell |
3,886
-68,863
| -95% | -$6.27M | 0.01% | 375 |
|
|
2024
Q4 | $6.35M | Buy |
72,749
+14,464
| +25% | +$1.26M | 0.26% | 77 |
|
|
2024
Q3 | $5.72M | Sell |
58,285
-17,081
| -23% | -$1.68M | 0.25% | 80 |
|
|
2024
Q2 | $6.92M | Buy |
75,366
+8,774
| +13% | +$805K | 0.32% | 71 |
|
|
2024
Q1 | $6.3M | Buy |
66,592
+4,392
| +7% | +$416K | 0.32% | 66 |
|
|
2023
Q4 | $6.15M | Sell |
62,200
-36,269
| -37% | -$3.59M | 0.36% | 73 |
|
|
2023
Q3 | $8.73M | Buy |
98,469
+92,715
| +1,611% | +$8.22M | 0.55% | 44 |
|
|
2023
Q2 | $592K | Buy |
5,754
+3,743
| +186% | +$385K | 0.04% | 216 |
|
|
2023
Q1 | $214K | Sell |
2,011
-30,092
| -94% | -$3.2M | 0.01% | 327 |
|
|
2022
Q4 | $3.2M | Buy |
32,103
+28,809
| +875% | +$2.87M | 0.23% | 88 |
|
|
2022
Q3 | $337K | Buy |
+3,294
| New | +$337K | 0.03% | 305 |
|
|
2021
Q3 | – | Sell |
-2,291
| Closed | -$331K | – | 441 |
|
|
2021
Q2 | $331K | Sell |
2,291
-1,103
| -32% | -$159K | 0.02% | 316 |
|
|
2021
Q1 | $460K | Sell |
3,394
-2,596
| -43% | -$352K | 0.04% | 229 |
|
|
2020
Q4 | $945K | Sell |
5,990
-7,742
| -56% | -$1.22M | 0.09% | 164 |
|
|
2020
Q3 | $2.24M | Buy |
13,732
+676
| +5% | +$110K | 0.24% | 86 |
|
|
2020
Q2 | $2.14M | Sell |
13,056
-14,238
| -52% | -$2.33M | 0.27% | 82 |
|
|
2020
Q1 | $4.5M | Sell |
27,294
-3,251
| -11% | -$536K | 0.71% | 39 |
|
|
2019
Q4 | $4.14M | Buy |
+30,545
| New | +$4.14M | 0.57% | 51 |
|