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