Strategic Wealth Partners’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 | $32.3K | Buy |
+366
| New | +$32.3K | ﹤0.01% | 568 |
|
|
2024
Q4 | $474K | Buy |
5,342
+38
| +0.7% | +$3.37K | 0.04% | 217 |
|
|
2024
Q3 | $520K | Sell |
5,304
-30
| -0.6% | -$2.94K | 0.05% | 202 |
|
|
2024
Q2 | $490K | Sell |
5,334
-1,725
| -24% | -$158K | 0.05% | 196 |
|
|
2024
Q1 | $668K | Buy |
7,059
+1,553
| +28% | +$147K | 0.07% | 162 |
|
|
2023
Q4 | $544K | Sell |
5,506
-350
| -6% | -$34.6K | 0.07% | 176 |
|
|
2023
Q3 | $519K | Sell |
5,856
-864
| -13% | -$76.6K | 0.07% | 198 |
|
|
2023
Q2 | $692K | Buy |
6,720
+836
| +14% | +$86.1K | 0.09% | 181 |
|
|
2023
Q1 | $626K | Sell |
5,884
-4,362
| -43% | -$464K | 0.1% | 157 |
|
|
2022
Q4 | $1.02M | Sell |
10,246
-9,559
| -48% | -$952K | 0.19% | 119 |
|
|
2022
Q3 | $2.03M | Buy |
19,805
+1,788
| +10% | +$183K | 0.43% | 80 |
|
|
2022
Q2 | $2.07M | Buy |
18,017
+1,249
| +7% | +$143K | 0.45% | 82 |
|
|
2022
Q1 | $2.22M | Buy |
16,768
+1,567
| +10% | +$207K | 0.43% | 82 |
|
|
2021
Q4 | $2.25M | Buy |
+15,201
| New | +$2.25M | 0.43% | 72 |
|
|
2021
Q1 | – | Sell |
-1,631
| Closed | -$257K | – | 211 |
|
|
2020
Q4 | $257K | Buy |
+1,631
| New | +$257K | 0.11% | 157 |
|
|
2019
Q4 | – | Sell |
-690
| Closed | -$98 | – | 468 |
|
|
2019
Q3 | $98 | Buy |
690
+38
| +6% | +$5 | ﹤0.01% | 269 |
|
|
2019
Q2 | $86K | Sell |
652
-163
| -20% | -$21.5K | 0.04% | 191 |
|
|
2019
Q1 | $101K | Sell |
815
-38,374
| -98% | -$4.76M | 0.05% | 185 |
|
|
2018
Q4 | $4.85M | Buy |
+39,189
| New | +$4.85M | 2.45% | 5 |
|
|
2018
Q1 | – | Sell |
-400
| Closed | -$51K | – | 825 |
|
|
2017
Q4 | $51K | Buy |
+400
| New | +$51K | 0.03% | 224 |
|