Tiemann Investment Advisors’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 | $223K | Hold |
2,525
| – | – | 0.09% | 178 |
|
2025
Q1 | $230K | Hold |
2,525
| – | – | 0.1% | 170 |
|
2024
Q4 | $221K | Sell |
2,525
-325
| -11% | -$28.4K | 0.1% | 178 |
|
2024
Q3 | $280K | Sell |
2,850
-65
| -2% | -$6.38K | 0.12% | 151 |
|
2024
Q2 | $268K | Sell |
2,915
-70
| -2% | -$6.43K | 0.12% | 150 |
|
2024
Q1 | $282K | Sell |
2,985
-85
| -3% | -$8.04K | 0.13% | 146 |
|
2023
Q4 | $304K | Sell |
3,070
-90
| -3% | -$8.9K | 0.15% | 138 |
|
2023
Q3 | $280K | Sell |
3,160
-125
| -4% | -$11.1K | 0.15% | 138 |
|
2023
Q2 | $338K | Sell |
3,285
-40
| -1% | -$4.12K | 0.17% | 125 |
|
2023
Q1 | $354K | Hold |
3,325
| – | – | 0.19% | 121 |
|
2022
Q4 | $331K | Sell |
3,325
-2,168
| -39% | -$216K | 0.19% | 122 |
|
2022
Q3 | $563K | Sell |
5,493
-821
| -13% | -$84.1K | 0.36% | 62 |
|
2022
Q2 | $725K | Sell |
6,314
-1,133
| -15% | -$130K | 0.39% | 65 |
|
2022
Q1 | $984K | Sell |
7,447
-251
| -3% | -$33.2K | 0.46% | 58 |
|
2021
Q4 | $1.14M | Sell |
7,698
-275
| -3% | -$40.8K | 0.48% | 56 |
|
2021
Q3 | $1.15M | Sell |
7,973
-125
| -2% | -$18K | 0.55% | 48 |
|
2021
Q2 | $1.17M | Sell |
8,098
-802
| -9% | -$116K | 0.55% | 51 |
|
2021
Q1 | $1.21M | Sell |
8,900
-512
| -5% | -$69.4K | 0.6% | 43 |
|
2020
Q4 | $1.49M | Buy |
9,412
+141
| +2% | +$22.2K | 0.79% | 30 |
|
2020
Q3 | $1.51M | Buy |
9,271
+4,401
| +90% | +$719K | 0.94% | 25 |
|
2020
Q2 | $798K | Buy |
4,870
+925
| +23% | +$152K | 0.54% | 51 |
|
2020
Q1 | $651K | Hold |
3,945
| – | – | 0.57% | 49 |
|
2019
Q4 | $534K | Buy |
3,945
+500
| +15% | +$67.7K | 0.36% | 72 |
|
2019
Q3 | $493K | Hold |
3,445
| – | – | 0.36% | 73 |
|
2019
Q2 | $458K | Hold |
3,445
| – | – | 0.33% | 83 |
|
2019
Q1 | $436K | Hold |
3,445
| – | – | 0.33% | 86 |
|
2018
Q4 | $419K | Hold |
3,445
| – | – | 0.37% | 72 |
|
2018
Q3 | $404K | Hold |
3,445
| – | – | 0.31% | 97 |
|
2018
Q2 | $419K | Sell |
3,445
-100
| -3% | -$12.2K | 0.34% | 88 |
|
2018
Q1 | $432K | Hold |
3,545
| – | – | 0.35% | 85 |
|
2017
Q4 | $450K | Hold |
3,545
| – | – | 0.36% | 83 |
|
2017
Q3 | $442K | Hold |
3,545
| – | – | 0.37% | 79 |
|
2017
Q2 | $444K | Hold |
3,545
| – | – | 0.4% | 74 |
|
2017
Q1 | $428K | Sell |
3,545
-25
| -0.7% | -$3.02K | 0.4% | 71 |
|
2016
Q4 | $425K | Sell |
3,570
-560
| -14% | -$66.7K | 0.42% | 73 |
|
2016
Q3 | $568K | Buy |
4,130
+210
| +5% | +$28.9K | 0.52% | 60 |
|
2016
Q2 | $544K | Buy |
3,920
+415
| +12% | +$57.6K | 0.51% | 62 |
|
2016
Q1 | $458K | Buy |
3,505
+275
| +9% | +$35.9K | 0.45% | 70 |
|
2015
Q4 | $389K | Buy |
3,230
+170
| +6% | +$20.5K | 0.39% | 77 |
|
2015
Q3 | $378K | Buy |
+3,060
| New | +$378K | 0.41% | 75 |
|