Vertex Planning Partners’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
Q1 | – | Sell |
-4,590
| Closed | -$401K | – | 191 |
|
|
2024
Q4 | $401K | Buy |
4,590
+17
| +0.4% | +$1.49K | 0.09% | 125 |
|
|
2024
Q3 | $449K | Sell |
4,573
-1,272
| -22% | -$125K | 0.11% | 98 |
|
|
2024
Q2 | $536K | Buy |
5,845
+29
| +0.5% | +$2.66K | 0.14% | 81 |
|
|
2024
Q1 | $550K | Buy |
5,816
+541
| +10% | +$51.2K | 0.15% | 81 |
|
|
2023
Q4 | $522K | Buy |
5,275
+935
| +22% | +$92.5K | 0.15% | 81 |
|
|
2023
Q3 | $385K | Buy |
+4,340
| New | +$385K | 0.13% | 83 |
|