SYM Financial Corp’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 | – | Sell |
-800
| Closed | -$72.8K | – | 444 |
|
|
2025
Q1 | $72.8K | Buy |
800
+645
| +416% | +$58.7K | 0.01% | 298 |
|
|
2024
Q4 | $13.5K | Buy |
+155
| New | +$13.5K | ﹤0.01% | 310 |
|
|
2023
Q4 | – | Sell |
-2,152
| Closed | -$191K | – | 200 |
|
|
2023
Q3 | $191K | Hold |
2,152
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $222K | Hold |
2,152
| – | – | 0.04% | 59 |
|
|
2023
Q1 | $229K | Hold |
2,152
| – | – | 0.05% | 53 |
|
|
2022
Q4 | $214K | Sell |
2,152
-81
| -4% | -$8.06K | 0.05% | 62 |
|
|
2022
Q3 | $229K | Hold |
2,233
| – | – | 0.11% | 53 |
|
|
2022
Q2 | $257K | Buy |
2,233
+310
| +16% | +$35.7K | 0.12% | 49 |
|
|
2022
Q1 | $254K | Buy |
1,923
+724
| +60% | +$95.6K | 0.11% | 50 |
|
|
2021
Q4 | $178K | Hold |
1,199
| – | – | 0.07% | 57 |
|
|
2021
Q3 | $173K | Hold |
1,199
| – | – | 0.1% | 55 |
|
|
2021
Q2 | $173K | Buy |
+1,199
| New | +$173K | 0.1% | 50 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | -$2K | – | 87 |
|
|
2020
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 75 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$9K | – | 90 |
|
|
2019
Q4 | $9K | Buy |
+70
| New | +$9K | 0.01% | 85 |
|