Vermillion & White Wealth Management 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 | $29.8K | Hold |
338
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $30.8K | Sell |
338
-12,889
| -97% | -$1.17M | 0.02% | 163 |
|
|
2024
Q4 | $1.16M | Buy |
13,227
+2,666
| +25% | +$233K | 0.85% | 26 |
|
|
2024
Q3 | $1.04M | Buy |
10,561
+747
| +8% | +$73.3K | 0.77% | 26 |
|
|
2024
Q2 | $901K | Buy |
9,814
+74
| +0.8% | +$6.79K | 0.68% | 31 |
|
|
2024
Q1 | $922K | Buy |
9,740
+2,887
| +42% | +$273K | 0.74% | 30 |
|
|
2023
Q4 | $678K | Buy |
+6,853
| New | +$678K | 0.66% | 25 |
|