ACA
Affinity Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
14,395
-7,182
| -33% | -$634K | 0.22% | 59 |
|
|
2025
Q1 | $1.87M | Buy |
21,577
+7,540
| +54% | +$655K | 0.37% | 41 |
|
|
2024
Q4 | $1.21M | Buy |
14,037
+2,347
| +20% | +$202K | 0.23% | 54 |
|
|
2024
Q3 | $1.15M | Sell |
11,690
-271
| -2% | -$26.6K | 0.22% | 57 |
|
|
2024
Q2 | $1.1M | Sell |
11,961
-1,041
| -8% | -$95.5K | 0.23% | 57 |
|
|
2024
Q1 | $1.23M | Buy |
13,002
+3,286
| +34% | +$311K | 0.27% | 54 |
|
|
2023
Q4 | $961K | Sell |
9,716
-9,174
| -49% | -$907K | 0.23% | 63 |
|
|
2023
Q3 | $1.68M | Buy |
18,890
+8,172
| +76% | +$725K | 0.46% | 46 |
|
|
2023
Q2 | $1.1M | Buy |
10,718
+3,596
| +50% | +$370K | 0.3% | 56 |
|
|
2023
Q1 | $758K | Buy |
+7,122
| New | +$758K | 0.24% | 60 |
|