Summit Financial’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 | $44M | Buy |
498,086
+187,427
| +60% | +$16.5M | 0.99% | 16 |
|
|
2025
Q1 | $28.3M | Buy |
310,659
+218,171
| +236% | +$19.9M | 0.79% | 23 |
|
|
2024
Q4 | $8.08M | Sell |
92,488
-37,020
| -29% | -$3.23M | 0.28% | 63 |
|
|
2024
Q3 | $12.7M | Sell |
129,508
-9,931
| -7% | -$974K | 0.5% | 37 |
|
|
2024
Q2 | $12.8M | Buy |
139,439
+37,172
| +36% | +$3.41M | 0.58% | 24 |
|
|
2024
Q1 | $9.68M | Buy |
102,267
+33,996
| +50% | +$3.22M | 0.57% | 22 |
|
|
2023
Q4 | $6.75M | Sell |
68,271
-14,036
| -17% | -$1.39M | 0.44% | 31 |
|
|
2023
Q3 | $7.3M | Buy |
82,307
+1,536
| +2% | +$136K | 0.54% | 24 |
|
|
2023
Q2 | $8.31M | Buy |
80,771
+78,416
| +3,330% | +$8.07M | 0.61% | 21 |
|
|
2023
Q1 | $251K | Buy |
+2,355
| New | +$251K | 0.02% | 225 |
|