Verdence Capital 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 | – | Sell |
-6,537
| Closed | -$595K | – | 701 |
|
|
2025
Q1 | $595K | Buy |
+6,537
| New | +$595K | 0.05% | 335 |
|
|
2021
Q1 | – | Sell |
-1,791
| Closed | -$282K | – | 447 |
|
|
2020
Q4 | $282K | Sell |
1,791
-9,412
| -84% | -$1.48M | 0.05% | 313 |
|
|
2020
Q3 | $1.83M | Buy |
11,203
+5,772
| +106% | +$942K | 0.42% | 64 |
|
|
2020
Q2 | $890K | Buy |
+5,431
| New | +$890K | 0.22% | 117 |
|