TruWealth 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 | $389K | Buy |
4,410
+1,629
| +59% | +$144K | 0.02% | 129 |
|
|
2025
Q1 | $253K | Sell |
2,781
-1,650
| -37% | -$150K | 0.02% | 138 |
|
|
2024
Q4 | $387K | Buy |
+4,431
| New | +$387K | 0.02% | 116 |
|
|
2024
Q3 | – | Sell |
-5,433
| Closed | -$499K | – | 169 |
|
|
2024
Q2 | $499K | Sell |
5,433
-4,971
| -48% | -$456K | 0.03% | 103 |
|
|
2024
Q1 | $984K | Buy |
10,404
+3,507
| +51% | +$332K | 0.07% | 82 |
|
|
2023
Q4 | $682K | Buy |
+6,897
| New | +$682K | 0.05% | 83 |
|
|
2023
Q3 | – | Sell |
-4,492
| Closed | -$462K | – | 155 |
|
|
2023
Q2 | $462K | Buy |
+4,492
| New | +$462K | 0.04% | 91 |
|
|
2022
Q3 | – | Sell |
-2,322
| Closed | -$267K | – | 143 |
|
|
2022
Q2 | $267K | Buy |
+2,322
| New | +$267K | 0.03% | 111 |
|