TSA 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
Q2 | $343K | Sell |
3,892
-4,985
| -56% | -$440K | 0.13% | 61 |
|
|
2025
Q1 | $808K | Sell |
8,877
-37,728
| -81% | -$3.43M | 0.32% | 39 |
|
|
2024
Q4 | $4.07M | Sell |
46,605
-900
| -2% | -$78.6K | 1.66% | 17 |
|
|
2024
Q3 | $4.66M | Sell |
47,505
-164
| -0.3% | -$16.1K | 1.88% | 17 |
|
|
2024
Q2 | $4.38M | Sell |
47,669
-4,544
| -9% | -$417K | 1.86% | 16 |
|
|
2024
Q1 | $4.94M | Sell |
52,213
-17,315
| -25% | -$1.64M | 2.15% | 14 |
|
|
2023
Q4 | $6.87M | Buy |
+69,528
| New | +$6.87M | 3.2% | 11 |
|