WealthPLAN Partners’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
Q1 | – | Sell |
-7,702
| Closed | -$673K | – | 258 |
|
|
2024
Q4 | $673K | Buy |
7,702
+96
| +1% | +$8.38K | 0.1% | 147 |
|
|
2024
Q3 | $746K | Sell |
7,606
-7,213
| -49% | -$708K | 0.1% | 141 |
|
|
2024
Q2 | $1.36M | Buy |
14,819
+281
| +2% | +$25.8K | 0.15% | 130 |
|
|
2024
Q1 | $1.38M | Sell |
14,538
-395
| -3% | -$37.4K | 0.14% | 139 |
|
|
2023
Q4 | $1.48M | Buy |
14,933
+7,476
| +100% | +$739K | 0.15% | 136 |
|
|
2023
Q3 | $661K | Buy |
7,457
+7,401
| +13,216% | +$656K | 0.08% | 172 |
|
|
2023
Q2 | $5.77K | Hold |
56
| – | – | ﹤0.01% | 881 |
|
|
2023
Q1 | $5.96K | Sell |
56
-18,064
| -100% | -$1.92M | ﹤0.01% | 971 |
|
|
2022
Q4 | $1.88M | Buy |
+18,120
| New | +$1.88M | 0.13% | 126 |
|
|
2022
Q1 | $2.16M | Buy |
18,068
+4,068
| +29% | +$486K | 0.15% | 118 |
|
|
2021
Q4 | $1.99M | Hold |
14,000
| – | – | 0.13% | 120 |
|
|
2021
Q3 | $2.11M | Sell |
14,000
-2
| -0% | -$302 | 0.14% | 116 |
|
|
2021
Q2 | $2.05M | Buy |
14,002
+2
| +0% | +$293 | 0.14% | 107 |
|
|
2021
Q1 | $1.95M | Hold |
14,000
| – | – | 0.15% | 103 |
|
|
2020
Q4 | $2.09M | Hold |
14,000
| – | – | 0.18% | 93 |
|
|
2020
Q3 | $2.22M | Hold |
14,000
| – | – | 0.22% | 88 |
|
|
2020
Q2 | $2.29M | Buy |
+14,000
| New | +$2.29M | 0.24% | 83 |
|
|
2016
Q3 | – | Sell |
-1,607
| Closed | -$223 | – | 1068 |
|
|
2016
Q2 | $223 | Buy |
+1,607
| New | +$223 | ﹤0.01% | 2408 |
|
|
2015
Q2 | – | Sell |
-77
| Closed | -$10K | – | 505 |
|
|
2015
Q1 | $10K | Buy |
+77
| New | +$10K | ﹤0.01% | 380 |
|