Wealthfront Advisers’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 | $9.35M | Buy |
105,965
+13,794
| +15% | +$1.22M | 0.02% | 232 |
|
2025
Q1 | $8.39M | Sell |
92,171
-44,788
| -33% | -$4.08M | 0.02% | 238 |
|
2024
Q4 | $12M | Buy |
136,959
+57,562
| +72% | +$5.03M | 0.03% | 154 |
|
2024
Q3 | $7.79M | Buy |
79,397
+11,666
| +17% | +$1.14M | 0.02% | 212 |
|
2024
Q2 | $6.22M | Buy |
67,731
+27,112
| +67% | +$2.49M | 0.02% | 226 |
|
2024
Q1 | $3.84M | Buy |
40,619
+6,911
| +21% | +$654K | 0.01% | 330 |
|
2023
Q4 | $3.33M | Sell |
33,708
-59,039
| -64% | -$5.84M | 0.01% | 337 |
|
2023
Q3 | $8.23M | Buy |
92,747
+57,186
| +161% | +$5.07M | 0.04% | 141 |
|
2023
Q2 | $3.66M | Buy |
35,561
+19,005
| +115% | +$1.96M | 0.02% | 281 |
|
2023
Q1 | $1.76M | Sell |
16,556
-4,984
| -23% | -$530K | 0.01% | 437 |
|
2022
Q4 | $2.14M | Buy |
21,540
+13,139
| +156% | +$1.31M | 0.01% | 391 |
|
2022
Q3 | $861K | Buy |
+8,401
| New | +$861K | ﹤0.01% | 503 |
|
2022
Q2 | – | Sell |
-2,931
| Closed | -$387K | – | 800 |
|
2022
Q1 | $387K | Buy |
2,931
+1,000
| +52% | +$132K | ﹤0.01% | 676 |
|
2021
Q4 | $286K | Sell |
1,931
-1,103
| -36% | -$163K | ﹤0.01% | 692 |
|
2021
Q3 | $438K | Buy |
+3,034
| New | +$438K | ﹤0.01% | 578 |
|