Sutton Place Investors’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
Q1 | – | Sell |
-5,467
| Closed | -$477K | – | 133 |
|
2024
Q4 | $477K | Buy |
5,467
+244
| +5% | +$21.3K | 0.28% | 78 |
|
2024
Q3 | $512K | Sell |
5,223
-1,507
| -22% | -$148K | 0.31% | 71 |
|
2024
Q2 | $618K | Sell |
6,730
-843
| -11% | -$77.4K | 0.41% | 58 |
|
2024
Q1 | $717K | Buy |
7,573
+1,010
| +15% | +$95.6K | 0.35% | 83 |
|
2023
Q4 | $649K | Buy |
6,563
+853
| +15% | +$84.3K | 0.47% | 73 |
|
2023
Q3 | $506K | Buy |
+5,710
| New | +$506K | 0.66% | 38 |
|