Winch Advisory Services’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 | $21K | Buy |
238
+3
| +1% | +$265 | 0.01% | 233 |
|
|
2025
Q1 | $21.4K | Buy |
235
+1
| +0.4% | +$91 | 0.01% | 221 |
|
|
2024
Q4 | $20.4K | Buy |
+234
| New | +$20.4K | 0.01% | 229 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$5K | – | 470 |
|
|
2020
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 305 |
|
|
2020
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 263 |
|
|
2020
Q1 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 230 |
|