Wedgewood Investors’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 | $407K | Hold |
4,613
| – | – | 0.47% | 55 |
|
|
2025
Q1 | $420K | Sell |
4,613
-178
| -4% | -$16.2K | 0.5% | 52 |
|
|
2024
Q4 | $418K | Hold |
4,791
| – | – | 0.49% | 54 |
|
|
2024
Q3 | $470K | Sell |
4,791
-450
| -9% | -$44.1K | 0.51% | 49 |
|
|
2024
Q2 | $481K | Buy |
+5,241
| New | +$481K | 0.57% | 48 |
|
|
2023
Q4 | $529K | Buy |
+5,346
| New | +$529K | 0.66% | 45 |
|