Advisornet Financial’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 | $132K | Buy |
1,500
+10
| +0.7% | +$883 | 0.01% | 673 |
|
2025
Q1 | $136K | Sell |
1,490
-981
| -40% | -$89.3K | 0.01% | 640 |
|
2024
Q4 | $216K | Sell |
2,471
-9,481
| -79% | -$828K | 0.02% | 489 |
|
2024
Q3 | $1.17M | Sell |
11,952
-1,968
| -14% | -$193K | 0.09% | 212 |
|
2024
Q2 | $1.28M | Sell |
13,920
-693
| -5% | -$63.6K | 0.12% | 181 |
|
2024
Q1 | $1.38M | Buy |
14,613
+452
| +3% | +$42.8K | 0.13% | 164 |
|
2023
Q4 | $1.4M | Buy |
14,161
+2,915
| +26% | +$288K | 0.13% | 181 |
|
2023
Q3 | $997K | Buy |
11,246
+11,025
| +4,989% | +$978K | 0.09% | 208 |
|
2023
Q2 | $22.7K | Buy |
221
+20
| +10% | +$2.06K | ﹤0.01% | 1044 |
|
2023
Q1 | $21.4K | Buy |
201
+169
| +528% | +$18K | ﹤0.01% | 1055 |
|
2022
Q4 | $3.19K | Sell |
32
-250
| -89% | -$24.9K | ﹤0.01% | 1569 |
|
2022
Q3 | $29K | Buy |
282
+124
| +78% | +$12.8K | ﹤0.01% | 990 |
|
2022
Q2 | $18K | Buy |
+158
| New | +$18K | ﹤0.01% | 1169 |
|
2021
Q4 | – | Sell |
-58
| Closed | -$8K | – | 2133 |
|
2021
Q3 | $8K | Sell |
58
-491
| -89% | -$67.7K | ﹤0.01% | 1508 |
|
2021
Q2 | $79K | Sell |
549
-534
| -49% | -$76.8K | 0.01% | 844 |
|
2021
Q1 | $147K | Sell |
1,083
-3,600
| -77% | -$489K | 0.01% | 639 |
|
2020
Q4 | $739K | Sell |
4,683
-72
| -2% | -$11.4K | 0.06% | 272 |
|
2020
Q3 | $776K | Buy |
4,755
+3,937
| +481% | +$643K | 0.07% | 253 |
|
2020
Q2 | $134K | Sell |
818
-106,975
| -99% | -$17.5M | 0.01% | 594 |
|
2020
Q1 | $17.8M | Buy |
107,793
+103,355
| +2,329% | +$17.1M | 1.64% | 9 |
|
2019
Q4 | $601K | Sell |
4,438
-35,598
| -89% | -$4.82M | 0.05% | 305 |
|
2019
Q3 | $5.73M | Buy |
40,036
+39,136
| +4,348% | +$5.6M | 0.53% | 36 |
|
2019
Q2 | $119K | Sell |
900
-1,808
| -67% | -$239K | 0.01% | 557 |
|
2019
Q1 | $342K | Buy |
2,708
+1,520
| +128% | +$192K | 0.04% | 349 |
|
2018
Q4 | $144K | Buy |
1,188
+7
| +0.6% | +$848 | 0.02% | 449 |
|
2018
Q3 | $139K | Sell |
1,181
-59
| -5% | -$6.94K | 0.02% | 479 |
|
2018
Q2 | $151K | Sell |
1,240
-1,072
| -46% | -$131K | 0.02% | 446 |
|
2018
Q1 | $282K | Sell |
2,312
-2,686
| -54% | -$328K | 0.04% | 330 |
|
2017
Q4 | $634K | Buy |
+4,998
| New | +$634K | 0.1% | 179 |
|