Walkner Condon Financial 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 | $233K | Sell |
2,639
-14
| -0.5% | -$1.24K | 0.04% | 251 |
|
|
2025
Q1 | $242K | Hold |
2,653
| – | – | 0.05% | 233 |
|
|
2024
Q4 | $232K | Sell |
2,653
-33
| -1% | -$2.88K | 0.05% | 250 |
|
|
2024
Q3 | $263K | Buy |
2,686
+34
| +1% | +$3.34K | 0.05% | 226 |
|
|
2024
Q2 | $243K | Sell |
2,652
-132
| -5% | -$12.1K | 0.05% | 225 |
|
|
2024
Q1 | $263K | Sell |
2,784
-279
| -9% | -$26.4K | 0.06% | 228 |
|
|
2023
Q4 | $303K | Buy |
+3,063
| New | +$303K | 0.07% | 209 |
|