Tortoise Investment Management’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 | $4.08M | Buy |
46,248
+9,319
| +25% | +$822K | 0.39% | 66 |
|
|
2025
Q1 | $3.36M | Buy |
36,929
+17,354
| +89% | +$1.58M | 0.35% | 68 |
|
|
2024
Q4 | $1.71M | Buy |
19,575
+11,248
| +135% | +$982K | 0.18% | 88 |
|
|
2024
Q3 | $817K | Buy |
8,327
+402
| +5% | +$39.4K | 0.09% | 125 |
|
|
2024
Q2 | $727K | Buy |
7,925
+1,803
| +29% | +$165K | 0.08% | 129 |
|
|
2024
Q1 | $579K | Sell |
6,122
-111
| -2% | -$10.5K | 0.07% | 143 |
|
|
2023
Q4 | $616K | Sell |
6,233
-2,275
| -27% | -$225K | 0.08% | 136 |
|
|
2023
Q3 | $755K | Buy |
8,508
+7,162
| +532% | +$635K | 0.11% | 119 |
|
|
2023
Q2 | $139K | Hold |
1,346
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $143K | Hold |
1,346
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $134K | Buy |
1,346
+1,320
| +5,077% | +$131K | 0.02% | 230 |
|
|
2022
Q3 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 657 |
|
|
2014
Q3 | – | Sell |
-150
| Closed | -$17K | – | 419 |
|
|
2014
Q2 | $17K | Buy |
+150
| New | +$17K | 0.01% | 282 |
|