TCM
Triumph Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
44,180
+14,729
| +50% | +$1.3M | 1.17% | 20 |
|
|
2025
Q1 | $2.68M | Buy |
29,451
+19,136
| +186% | +$1.74M | 0.89% | 23 |
|
|
2024
Q4 | $901K | Buy |
+10,315
| New | +$901K | 0.31% | 76 |
|
|
2023
Q4 | – | Sell |
-4,006
| Closed | -$355K | – | 254 |
|
|
2023
Q3 | $355K | Buy |
+4,006
| New | +$355K | 0.16% | 136 |
|