Toth Financial Advisory’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 | $25.1K | Sell |
284
-10,203
| -97% | -$900K | ﹤0.01% | 402 |
|
|
2025
Q1 | $955K | Buy |
+10,487
| New | +$955K | 0.11% | 124 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$5.66K | – | 840 |
|
|
2023
Q2 | $5.66K | Buy |
+55
| New | +$5.66K | ﹤0.01% | 537 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$2K | – | 797 |
|
|
2021
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 661 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 711 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 633 |
|