Westshore Wealth’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 | Sell |
15,869
-2,876
| -15% | -$254K | 0.54% | 28 |
|
|
2025
Q1 | $1.71M | Sell |
18,745
-1,479
| -7% | -$135K | 0.72% | 21 |
|
|
2024
Q4 | $1.77M | Sell |
20,224
-135
| -0.7% | -$11.8K | 0.72% | 22 |
|
|
2024
Q3 | $2M | Sell |
20,359
-2,676
| -12% | -$263K | 0.82% | 19 |
|
|
2024
Q2 | $2.11M | Sell |
23,035
-6,833
| -23% | -$627K | 0.88% | 18 |
|
|
2024
Q1 | $2.83M | Sell |
29,868
-1,703
| -5% | -$161K | 1.17% | 16 |
|
|
2023
Q4 | $3.12M | Buy |
31,571
+7,763
| +33% | +$768K | 1.44% | 12 |
|
|
2023
Q3 | $2.11M | Sell |
23,808
-6,226
| -21% | -$552K | 1.17% | 14 |
|
|
2023
Q2 | $3.09M | Buy |
30,034
+14,587
| +94% | +$1.5M | 1.58% | 11 |
|
|
2023
Q1 | $1.64M | Sell |
15,447
-6,526
| -30% | -$694K | 0.86% | 16 |
|
|
2022
Q4 | $2.19M | Buy |
+21,973
| New | +$2.19M | 1.25% | 13 |
|