Tradition Wealth 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
Q1 | – | Sell |
-14,848
| Closed | -$1.3M | – | 454 |
|
|
2024
Q4 | $1.3M | Sell |
14,848
-128
| -0.9% | -$11.2K | 0.11% | 144 |
|
|
2024
Q3 | $1.47M | Sell |
14,976
-3,860
| -20% | -$379K | 0.13% | 135 |
|
|
2024
Q2 | $1.73M | Buy |
18,836
+40
| +0.2% | +$3.67K | 0.17% | 114 |
|
|
2024
Q1 | $1.78M | Sell |
18,796
-3,016
| -14% | -$285K | 0.18% | 111 |
|
|
2023
Q4 | $2.16M | Sell |
21,812
-14,948
| -41% | -$1.48M | 0.23% | 82 |
|
|
2023
Q3 | $3.26M | Buy |
36,760
+27,304
| +289% | +$2.42M | 0.39% | 59 |
|
|
2023
Q2 | $973K | Buy |
9,456
+9,338
| +7,914% | +$961K | 0.11% | 122 |
|
|
2023
Q1 | $13K | Buy |
+118
| New | +$13K | ﹤0.01% | 943 |
|
|
2022
Q2 | – | Sell |
-1,425
| Closed | -$188K | – | 1152 |
|
|
2022
Q1 | $188K | Buy |
1,425
+1,328
| +1,369% | +$175K | 0.02% | 304 |
|
|
2021
Q4 | $14K | Sell |
97
-1
| -1% | -$144 | ﹤0.01% | 825 |
|
|
2021
Q3 | $14K | Hold |
98
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $14K | Buy |
+98
| New | +$14K | ﹤0.01% | 861 |
|
|
2021
Q1 | – | Sell |
-2,657
| Closed | -$419K | – | 1017 |
|
|
2020
Q4 | $419K | Buy |
+2,657
| New | +$419K | 0.08% | 163 |
|