Warren Street Wealth 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 | $441K | Buy |
+5,000
| New | +$441K | 0.15% | 68 |
|
|
2024
Q4 | – | Sell |
-4,500
| Closed | -$441K | – | 113 |
|
|
2024
Q3 | $441K | Sell |
4,500
-500
| -10% | -$49.1K | 0.18% | 59 |
|
|
2024
Q2 | $459K | Buy |
5,000
+2,200
| +79% | +$202K | 0.23% | 54 |
|
|
2024
Q1 | $265K | Buy |
2,800
+729
| +35% | +$69K | 0.13% | 81 |
|
|
2023
Q4 | $205K | Sell |
2,071
-529
| -20% | -$52.3K | 0.12% | 85 |
|
|
2023
Q3 | $231K | Buy |
+2,600
| New | +$231K | 0.15% | 73 |
|