The Family Firm’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 | $1.47M | Buy |
18,338
+3,773
| +26% | +$303K | 0.36% | 63 |
|
|
2025
Q1 | $1.33M | Buy |
14,565
+63
| +0.4% | +$5.74K | 0.3% | 69 |
|
|
2024
Q4 | $1.27M | Buy |
14,502
+896
| +7% | +$78.3K | 0.28% | 66 |
|
|
2024
Q3 | $1.33M | Buy |
13,606
+998
| +8% | +$97.9K | 0.29% | 68 |
|
|
2024
Q2 | $1.16M | Buy |
12,608
+1,189
| +10% | +$109K | 0.26% | 69 |
|
|
2024
Q1 | $1.08M | Buy |
11,419
+496
| +5% | +$46.9K | 0.26% | 72 |
|
|
2023
Q4 | $1.08M | Buy |
10,923
+1,833
| +20% | +$181K | 0.28% | 66 |
|
|
2023
Q3 | $806K | Sell |
9,090
-17
| -0.2% | -$1.51K | 0.23% | 76 |
|
|
2023
Q2 | $937K | Sell |
9,107
-23
| -0.3% | -$2.37K | 0.25% | 72 |
|
|
2023
Q1 | $971K | Buy |
9,130
+258
| +3% | +$27.4K | 0.27% | 70 |
|
|
2022
Q4 | $883K | Buy |
8,872
+370
| +4% | +$36.8K | 0.26% | 74 |
|
|
2022
Q3 | $871K | Sell |
8,502
-450
| -5% | -$46.1K | 0.28% | 70 |
|
|
2022
Q2 | $1.03M | Buy |
8,952
+557
| +7% | +$64K | 0.3% | 65 |
|
|
2022
Q1 | $1.11M | Buy |
8,395
+308
| +4% | +$40.7K | 0.29% | 70 |
|
|
2021
Q4 | $1.2M | Buy |
8,087
+319
| +4% | +$47.3K | 0.31% | 63 |
|
|
2021
Q3 | $1.11M | Sell |
7,768
-415
| -5% | -$59.2K | 0.29% | 68 |
|
|
2021
Q2 | $1.18M | Buy |
8,183
+383
| +5% | +$55.3K | 0.32% | 61 |
|
|
2021
Q1 | $1.06M | Buy |
7,800
+1,816
| +30% | +$246K | 0.31% | 64 |
|
|
2020
Q4 | $908K | Buy |
5,984
+337
| +6% | +$51.1K | 0.27% | 66 |
|
|
2020
Q3 | $922K | Buy |
5,647
+13
| +0.2% | +$2.12K | 0.33% | 58 |
|
|
2020
Q2 | $924K | Buy |
5,634
+16
| +0.3% | +$2.62K | 0.35% | 56 |
|
|
2020
Q1 | $927K | Sell |
5,618
-1,727
| -24% | -$285K | 0.39% | 54 |
|
|
2019
Q4 | $995K | Sell |
7,345
-297
| -4% | -$40.2K | 0.34% | 56 |
|
|
2019
Q3 | $1.09M | Sell |
7,642
-847
| -10% | -$121K | 0.39% | 53 |
|
|
2019
Q2 | $1.13M | Sell |
8,489
-162
| -2% | -$21.5K | 0.4% | 51 |
|
|
2019
Q1 | $1.09M | Buy |
8,651
+498
| +6% | +$63K | 0.4% | 51 |
|
|
2018
Q4 | $991K | Buy |
8,153
+47
| +0.6% | +$5.71K | 0.4% | 51 |
|
|
2018
Q3 | $951K | Sell |
8,106
-106
| -1% | -$12.4K | 0.34% | 54 |
|
|
2018
Q2 | $1M | Buy |
8,212
+2,905
| +55% | +$354K | 0.38% | 50 |
|
|
2018
Q1 | $647K | Buy |
+5,307
| New | +$647K | 0.25% | 61 |
|