Stokes Family Office’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 | $330K | Sell |
3,742
-2,911
| -44% | -$257K | 0.03% | 192 |
|
|
2025
Q1 | $606K | Buy |
6,653
+3,850
| +137% | +$350K | 0.07% | 142 |
|
|
2024
Q4 | $245K | Sell |
2,803
-1,573
| -36% | -$137K | 0.03% | 213 |
|
|
2024
Q3 | $429K | Buy |
4,376
+2,071
| +90% | +$203K | 0.05% | 168 |
|
|
2024
Q2 | $212K | Buy |
+2,305
| New | +$212K | 0.02% | 211 |
|
|
2023
Q4 | – | Sell |
-14,532
| Closed | -$1.29M | – | 332 |
|
|
2023
Q3 | $1.29M | Buy |
14,532
+4,565
| +46% | +$405K | 0.15% | 111 |
|
|
2023
Q2 | $1.03M | Sell |
9,967
-1,535
| -13% | -$158K | 0.12% | 120 |
|
|
2023
Q1 | $1.22M | Buy |
11,502
+1,079
| +10% | +$115K | 0.15% | 111 |
|
|
2022
Q4 | $1.04M | Sell |
10,423
-1,283
| -11% | -$128K | 0.13% | 110 |
|
|
2022
Q3 | $1.2M | Buy |
11,706
+6,621
| +130% | +$678K | 0.17% | 94 |
|
|
2022
Q2 | $584K | Sell |
5,085
-1,810
| -26% | -$208K | 0.08% | 149 |
|
|
2022
Q1 | $910K | Sell |
6,895
-13,136
| -66% | -$1.73M | 0.12% | 112 |
|
|
2021
Q4 | $2.97M | Buy |
20,031
+8,288
| +71% | +$1.23M | 0.37% | 57 |
|
|
2021
Q3 | $1.7M | Buy |
+11,743
| New | +$1.7M | 0.24% | 75 |
|