Tempus Wealth Planning’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 | $1.23M | Buy |
13,933
+5,993
| +75% | +$529K | 0.31% | 90 |
|
|
2025
Q1 | $723K | Sell |
7,940
-413
| -5% | -$37.6K | 0.22% | 119 |
|
|
2024
Q4 | $729K | Buy |
8,353
+882
| +12% | +$77K | 0.22% | 111 |
|
|
2024
Q3 | $733K | Sell |
7,471
-2,994
| -29% | -$294K | 0.27% | 98 |
|
|
2024
Q2 | $960K | Buy |
10,465
+2,524
| +32% | +$232K | 0.4% | 67 |
|
|
2024
Q1 | $751K | Buy |
7,941
+2,258
| +40% | +$214K | 0.33% | 85 |
|
|
2023
Q4 | $562K | Buy |
5,683
+702
| +14% | +$69.4K | 0.25% | 95 |
|
|
2023
Q3 | $442K | Buy |
4,981
+1,129
| +29% | +$100K | 0.22% | 96 |
|
|
2023
Q2 | $397K | Buy |
+3,852
| New | +$397K | 0.18% | 121 |
|
|
2023
Q1 | – | Sell |
-7,348
| Closed | -$732K | – | 190 |
|
|
2022
Q4 | $732K | Buy |
+7,348
| New | +$732K | 0.44% | 71 |
|