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