Vantage Financial Partners (Wisconsin)’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 | $250K | Sell |
2,836
-400
| -12% | -$35.3K | 0.06% | 176 |
|
|
2025
Q1 | $295K | Sell |
3,236
-283
| -8% | -$25.8K | 0.07% | 142 |
|
|
2024
Q4 | $307K | Sell |
3,519
-46,754
| -93% | -$4.08M | 0.08% | 134 |
|
|
2024
Q3 | $4.93M | Buy |
50,273
+2,126
| +4% | +$209K | 1.22% | 12 |
|
|
2024
Q2 | $4.42M | Buy |
48,147
+7,546
| +19% | +$693K | 1.15% | 19 |
|
|
2024
Q1 | $3.84M | Buy |
40,601
+980
| +2% | +$92.7K | 1.03% | 20 |
|
|
2023
Q4 | $3.92M | Buy |
+39,621
| New | +$3.92M | 1.15% | 19 |
|