Traphagen 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 | – | Sell |
-26,196
| Closed | -$2.38M | – | 195 |
|
|
2025
Q1 | $2.38M | Sell |
26,196
-80,697
| -75% | -$7.35M | 0.25% | 38 |
|
|
2024
Q4 | $9.33M | Buy |
106,893
+91,937
| +615% | +$8.03M | 0.95% | 18 |
|
|
2024
Q3 | $1.47M | Sell |
14,956
-3,486
| -19% | -$342K | 0.15% | 50 |
|
|
2024
Q2 | $1.69M | Sell |
18,442
-6,487
| -26% | -$595K | 0.18% | 47 |
|
|
2024
Q1 | $2.36M | Sell |
24,929
-157,051
| -86% | -$14.9M | 0.25% | 39 |
|
|
2023
Q4 | $18M | Buy |
+181,980
| New | +$18M | 2.11% | 12 |
|