Western Financial Corp’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 | $1.4M | Buy |
15,860
+597
| +4% | +$52.7K | 0.75% | 36 |
|
|
2025
Q1 | $1.39M | Sell |
15,263
-3,113
| -17% | -$283K | 0.81% | 34 |
|
|
2024
Q4 | $1.6M | Buy |
18,376
+2,421
| +15% | +$211K | 0.88% | 28 |
|
|
2024
Q3 | $1.57M | Buy |
15,955
+13,630
| +586% | +$1.34M | 0.89% | 28 |
|
|
2024
Q2 | $213K | Sell |
2,325
-88
| -4% | -$8.08K | 0.13% | 111 |
|
|
2024
Q1 | $228K | Sell |
2,413
-1,812
| -43% | -$171K | 0.14% | 111 |
|
|
2023
Q4 | $418K | Buy |
4,225
+177
| +4% | +$17.5K | 0.28% | 87 |
|
|
2023
Q3 | $359K | Buy |
+4,048
| New | +$359K | 0.26% | 92 |
|