Adapt Wealth Advisors’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 | $10.9M | Buy |
123,095
+3,879
| +3% | +$342K | 4.86% | 5 |
|
|
2025
Q1 | $10.9M | Buy |
119,216
+38,582
| +48% | +$3.51M | 5.29% | 5 |
|
|
2024
Q4 | $7.04M | Sell |
80,634
-6,082
| -7% | -$531K | 3.47% | 12 |
|
|
2024
Q3 | $8.51M | Buy |
86,716
+22,173
| +34% | +$2.18M | 4.55% | 5 |
|
|
2024
Q2 | $5.92M | Buy |
64,543
+17,873
| +38% | +$1.64M | 3.71% | 6 |
|
|
2024
Q1 | $4.42M | Buy |
+46,670
| New | +$4.42M | 3.14% | 11 |
|