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