WhitTier Trust Company’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 | $81.9K | Sell |
928
-155
| -14% | -$13.7K | ﹤0.01% | 670 |
|
|
2025
Q1 | $98.6K | Buy |
+1,083
| New | +$98.6K | ﹤0.01% | 625 |
|
|
2023
Q2 | – | Sell |
-246
| Closed | -$26.2K | – | 1188 |
|
|
2023
Q1 | $26.2K | Buy |
+246
| New | +$26.2K | ﹤0.01% | 793 |
|
|
2013
Q4 | – | Sell |
-60
| Closed | -$6K | – | 892 |
|
|
2013
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 804 |
|
|
2013
Q2 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 792 |
|