V2 Financial group’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
$6.41M Sell
72,660
-997
-1% -$88K 3.87% 2
2025
Q1
$6.7M Sell
73,657
-6,438
-8% -$586K 4.32% 2
2024
Q4
$6.99M Buy
80,095
+594
+0.7% +$51.9K 4.25% 2
2024
Q3
$7.8M Sell
79,501
-1,234
-2% -$121K 5.03% 2
2024
Q2
$7.55M Buy
80,735
+156
+0.2% +$14.6K 5.06% 2
2024
Q1
$7.62M Sell
80,579
-2,823
-3% -$267K 5.2% 2
2023
Q4
$8.25M Buy
83,402
+19,452
+30% +$1.92M 5.74% 2
2023
Q3
$5.67M Buy
63,950
+51,557
+416% +$4.57M 4.25% 3
2023
Q2
$1.28M Sell
12,393
-72
-0.6% -$7.41K 0.92% 15
2023
Q1
$1.33M Sell
12,465
-315
-2% -$33.5K 0.96% 15
2022
Q4
$1.27M Buy
+12,780
New +$1.27M 1.01% 15