Westside Investment Management’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 | $589K | Buy |
6,676
+197
| +3% | +$17.4K | 0.11% | 154 |
|
|
2025
Q1 | $590K | Buy |
6,479
+1,392
| +27% | +$127K | 0.13% | 141 |
|
|
2024
Q4 | $444K | Sell |
5,087
-11,866
| -70% | -$1.04M | 0.09% | 155 |
|
|
2024
Q3 | $1.66M | Buy |
16,953
+33
| +0.2% | +$3.24K | 0.35% | 74 |
|
|
2024
Q2 | $1.55M | Buy |
16,920
+562
| +3% | +$51.6K | 0.36% | 72 |
|
|
2024
Q1 | $1.55M | Sell |
16,358
-163
| -1% | -$15.4K | 0.37% | 72 |
|
|
2023
Q4 | $1.63M | Buy |
16,521
+278
| +2% | +$27.5K | 0.42% | 61 |
|
|
2023
Q3 | $1.44M | Buy |
16,243
+1,842
| +13% | +$163K | 0.41% | 63 |
|
|
2023
Q2 | $1.48M | Buy |
14,401
+221
| +2% | +$22.8K | 0.42% | 63 |
|
|
2023
Q1 | $1.51M | Buy |
14,180
+911
| +7% | +$96.9K | 0.44% | 61 |
|
|
2022
Q4 | $1.32K | Buy |
13,269
+952
| +8% | +$95 | ﹤0.01% | 248 |
|
|
2022
Q3 | $1.26K | Buy |
12,317
+73
| +0.6% | +$7 | ﹤0.01% | 257 |
|
|
2022
Q2 | $1.41K | Sell |
12,244
-1,209
| -9% | -$139 | ﹤0.01% | 251 |
|
|
2022
Q1 | $1.78K | Sell |
13,453
-122
| -0.9% | -$16 | ﹤0.01% | 246 |
|
|
2021
Q4 | $2.01K | Sell |
13,575
-1,404
| -9% | -$208 | ﹤0.01% | 233 |
|
|
2021
Q3 | $2.16K | Buy |
14,979
+434
| +3% | +$63 | 0.01% | 228 |
|
|
2021
Q2 | $2.1K | Sell |
14,545
-10
| -0.1% | -$1 | ﹤0.01% | 221 |
|
|
2021
Q1 | $1.97K | Buy |
14,555
+574
| +4% | +$78 | 0.01% | 211 |
|
|
2020
Q4 | $2.21K | Buy |
13,981
+1,208
| +9% | +$191 | 0.01% | 168 |
|
|
2020
Q3 | $2.09K | Buy |
12,773
+271
| +2% | +$44 | ﹤0.01% | 176 |
|
|
2020
Q2 | $2.05K | Buy |
12,502
+333
| +3% | +$55 | ﹤0.01% | 158 |
|
|
2020
Q1 | $2.01K | Buy |
+12,169
| New | +$2.01K | ﹤0.01% | 170 |
|
|
2019
Q2 | $2.48K | Buy |
+18,678
| New | +$2.48K | 0.01% | 93 |
|
|
2018
Q4 | $2.03M | Buy |
16,684
+3
| +0% | +$365 | 0.74% | 21 |
|
|
2018
Q3 | $1.94M | Buy |
16,681
+2,974
| +22% | +$345K | 0.62% | 20 |
|
|
2018
Q2 | $1.66M | Buy |
13,707
+1,604
| +13% | +$195K | 0.59% | 25 |
|
|
2018
Q1 | $1.48M | Sell |
12,103
-119
| -1% | -$14.5K | 0.81% | 24 |
|
|
2017
Q4 | $1.54M | Buy |
12,222
+3,025
| +33% | +$380K | 0.83% | 24 |
|
|
2017
Q3 | $1.14M | Sell |
9,197
-200
| -2% | -$24.8K | 0.69% | 31 |
|
|
2017
Q2 | $1.15M | Buy |
9,397
+1
| +0% | +$123 | 0.75% | 28 |
|
|
2017
Q1 | $1.14M | Buy |
9,396
+653
| +7% | +$79.3K | 0.54% | 25 |
|
|
2016
Q4 | $1.07M | Buy |
+8,743
| New | +$1.07M | 0.73% | 15 |
|