WealthPlan Investment Management’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 | $2.23M | Buy |
25,229
+4,355
| +21% | +$384K | 0.16% | 119 |
|
|
2025
Q1 | $1.9M | Sell |
20,874
-3,218
| -13% | -$293K | 0.19% | 100 |
|
|
2024
Q4 | $2.1M | Buy |
24,092
+19,657
| +443% | +$1.72M | 0.21% | 100 |
|
|
2024
Q3 | $435K | Sell |
4,435
-10,977
| -71% | -$1.08M | 0.04% | 168 |
|
|
2024
Q2 | $1.41M | Sell |
15,412
-100
| -0.6% | -$9.18K | 0.21% | 86 |
|
|
2024
Q1 | $1.47M | Sell |
15,512
-2,581
| -14% | -$244K | 0.22% | 83 |
|
|
2023
Q4 | $1.79M | Buy |
18,093
+57
| +0.3% | +$5.64K | 0.29% | 80 |
|
|
2023
Q3 | $1.6M | Buy |
+18,036
| New | +$1.6M | 0.28% | 75 |
|
|
2023
Q2 | – | Sell |
-18,012
| Closed | -$1.92M | – | 454 |
|
|
2023
Q1 | $1.92M | Sell |
18,012
-108
| -0.6% | -$11.5K | 0.33% | 70 |
|
|
2022
Q4 | $1.89M | Hold |
18,120
| – | – | 0.13% | 126 |
|
|
2022
Q3 | $1.98M | Buy |
+18,120
| New | +$1.98M | 0.14% | 112 |
|
|
2022
Q1 | $2.16M | Buy |
+18,068
| New | +$2.16M | 0.15% | 118 |
|