World Equity Group’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 | – | Sell |
-3,852
| Closed | -$351K | – | 351 |
|
|
2025
Q1 | $351K | Buy |
3,852
+1,392
| +57% | +$127K | 0.1% | 200 |
|
|
2024
Q4 | $215K | Buy |
+2,460
| New | +$215K | 0.05% | 336 |
|
|
2024
Q2 | – | Sell |
-3,290
| Closed | -$311K | – | 318 |
|
|
2024
Q1 | $311K | Sell |
3,290
-2,812
| -46% | -$266K | 0.06% | 244 |
|
|
2023
Q4 | $595K | Sell |
6,102
-1,922
| -24% | -$187K | 0.12% | 174 |
|
|
2023
Q3 | $712K | Buy |
8,024
+4,247
| +112% | +$377K | 0.15% | 159 |
|
|
2023
Q2 | $389K | Sell |
3,777
-12,984
| -77% | -$1.34M | 0.11% | 218 |
|
|
2023
Q1 | $956K | Buy |
16,761
+11,303
| +207% | +$645K | 0.14% | 170 |
|
|
2022
Q4 | $543K | Buy |
5,458
+753
| +16% | +$75K | 0.13% | 166 |
|
|
2022
Q3 | $482K | Buy |
4,705
+824
| +21% | +$84.4K | 0.12% | 167 |
|
|
2022
Q2 | $446K | Buy |
3,881
+685
| +21% | +$78.7K | 0.11% | 199 |
|
|
2022
Q1 | $422K | Buy |
+3,196
| New | +$422K | 0.09% | 227 |
|