Wealth Alliance’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 | $1.5M | Buy |
17,024
+6,112
| +56% | +$539K | 0.17% | 123 |
|
|
2025
Q1 | $993K | Sell |
10,912
-26,586
| -71% | -$2.42M | 0.12% | 165 |
|
|
2024
Q4 | $3.27M | Buy |
37,498
+3,698
| +11% | +$323K | 0.39% | 47 |
|
|
2024
Q3 | $3.32M | Sell |
33,800
-10,948
| -24% | -$1.07M | 0.4% | 43 |
|
|
2024
Q2 | $4.11M | Sell |
44,748
-5,731
| -11% | -$526K | 0.53% | 28 |
|
|
2024
Q1 | $4.78M | Buy |
50,479
+197
| +0.4% | +$18.6K | 0.63% | 22 |
|
|
2023
Q4 | $4.97M | Buy |
50,282
+16,900
| +51% | +$1.67M | 0.7% | 20 |
|
|
2023
Q3 | $2.96M | Buy |
33,382
+19,466
| +140% | +$1.73M | 0.47% | 39 |
|
|
2023
Q2 | $1.43M | Buy |
13,916
+10,019
| +257% | +$1.03M | 0.21% | 102 |
|
|
2023
Q1 | $415K | Buy |
3,897
+980
| +34% | +$104K | 0.07% | 274 |
|
|
2022
Q4 | $290K | Buy |
+2,917
| New | +$290K | 0.05% | 358 |
|
|
2022
Q3 | – | Sell |
-5,991
| Closed | -$689K | – | 481 |
|
|
2022
Q2 | $689K | Buy |
5,991
+1,955
| +48% | +$225K | 0.13% | 169 |
|
|
2022
Q1 | $534K | Sell |
4,036
-1,543
| -28% | -$204K | 0.11% | 198 |
|
|
2021
Q4 | $827K | Buy |
5,579
+4,107
| +279% | +$609K | 0.17% | 142 |
|
|
2021
Q3 | $213K | Sell |
1,472
-1,667
| -53% | -$241K | 0.05% | 396 |
|
|
2021
Q2 | $453K | Buy |
+3,139
| New | +$453K | 0.11% | 221 |
|
|
2020
Q4 | – | Sell |
-1,873
| Closed | -$306K | – | 383 |
|
|
2020
Q3 | $306K | Buy |
+1,873
| New | +$306K | 0.11% | 231 |
|