Tradewinds Capital 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
$12.4K Sell
140
-36
-20% -$3.18K ﹤0.01% 324
2025
Q1
$16K Sell
176
-22
-11% -$2K ﹤0.01% 307
2024
Q4
$17.3K Buy
198
+58
+41% +$5.07K ﹤0.01% 307
2024
Q3
$13.7K Hold
140
﹤0.01% 318
2024
Q2
$12.9K Hold
140
﹤0.01% 309
2024
Q1
$13.2K Sell
140
-53
-27% -$5.02K ﹤0.01% 283
2023
Q4
$19.1K Buy
+193
New +$19.1K 0.01% 198
2022
Q3
Sell
-14
Closed -$2K 502
2022
Q2
$2K Sell
14
-986
-99% -$141K ﹤0.01% 354
2022
Q1
$132K Hold
1,000
0.02% 156
2021
Q4
$148K Hold
1,000
0.02% 145
2021
Q3
$144K Buy
+1,000
New +$144K 0.02% 135
2020
Q2
Sell
-40
Closed -$7K 717
2020
Q1
$7K Buy
+40
New +$7K ﹤0.01% 410
2017
Q4
Sell
-4
Closed 743
2017
Q3
$0 Buy
+4
New ﹤0.01% 691