West Family Investments’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 | $13.5M | Buy |
122,410
+12,542
| +11% | +$1.39M | 3.53% | 5 |
|
|
2025
Q1 | $12.4M | Sell |
109,868
-8,404
| -7% | -$947K | 4.66% | 3 |
|
|
2024
Q4 | $10.3M | Buy |
118,272
+21,853
| +23% | +$1.91M | 3.6% | 4 |
|
|
2024
Q3 | $11.5M | Hold |
96,419
| – | – | 3.93% | 3 |
|
|
2024
Q2 | $10.8M | Buy |
96,419
+24,930
| +35% | +$2.79M | 3.23% | 3 |
|
|
2024
Q1 | $8.41M | Hold |
71,489
| – | – | 2.61% | 6 |
|
|
2023
Q4 | $8.7M | Hold |
71,489
| – | – | 2.95% | 5 |
|
|
2023
Q3 | $7.62M | Buy |
+71,489
| New | +$7.62M | 2.66% | 6 |
|
|
2023
Q2 | – | Sell |
-71,489
| Closed | -$8.83M | – | 263 |
|
|
2023
Q1 | $8.83M | Hold |
71,489
| – | – | 3.5% | 3 |
|
|
2022
Q4 | $8.22M | Buy |
+71,489
| New | +$8.22M | 2.81% | 4 |
|
|
2022
Q1 | – | Sell |
-71,539
| Closed | -$10.6M | – | 343 |
|
|
2021
Q4 | $10.6M | Buy |
71,539
+452
| +0.6% | +$67K | 2.89% | 4 |
|
|
2021
Q3 | $10.3M | Buy |
+71,087
| New | +$10.3M | 2.66% | 5 |
|