Strategic Investment Solutions’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 | $624K | Sell |
7,069
-11,690
| -62% | -$1.03M | 0.19% | 76 |
|
|
2025
Q1 | $1.69M | Buy |
18,759
+4,097
| +28% | +$369K | 0.49% | 40 |
|
|
2024
Q4 | $1.37M | Sell |
14,662
-6,373
| -30% | -$595K | 0.46% | 43 |
|
|
2024
Q3 | $2.06M | Buy |
21,035
+991
| +5% | +$97.2K | 0.62% | 33 |
|
|
2024
Q2 | $1.95M | Buy |
+20,044
| New | +$1.95M | 0.63% | 31 |
|
|
2023
Q4 | $829K | Sell |
8,381
-24,424
| -74% | -$2.41M | 0.14% | 80 |
|
|
2023
Q3 | $3.15M | Buy |
32,805
+32,480
| +9,994% | +$3.12M | 0.04% | 183 |
|
|
2023
Q2 | $33.5K | Sell |
325
-795
| -71% | -$81.9K | 0.01% | 370 |
|
|
2023
Q1 | $119K | Sell |
1,120
-983
| -47% | -$105K | 0.02% | 233 |
|
|
2022
Q4 | $228K | Buy |
+2,103
| New | +$228K | 0.11% | 86 |
|