AWAU
Alliance Wealth Advisors (Utah)’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 | – | Sell |
-35,123
| Closed | -$3.2M | – | 289 |
|
|
2025
Q1 | $3.2M | Buy |
+35,123
| New | +$3.2M | 0.83% | 41 |
|
|
2024
Q4 | – | Sell |
-98,286
| Closed | -$9.64M | – | 268 |
|
|
2024
Q3 | $9.64M | Buy |
+98,286
| New | +$9.64M | 2.53% | 4 |
|
|
2024
Q2 | – | Sell |
-56,333
| Closed | -$5.33M | – | 244 |
|
|
2024
Q1 | $5.33M | Sell |
56,333
-55,149
| -49% | -$5.22M | 1.59% | 8 |
|
|
2023
Q4 | $11M | Buy |
+111,482
| New | +$11M | 3.7% | 3 |
|
|
2023
Q3 | – | Sell |
-111,344
| Closed | -$11.5M | – | 231 |
|
|
2023
Q2 | $11.5M | Buy |
111,344
+2,823
| +3% | +$291K | 4.26% | 1 |
|
|
2023
Q1 | $11.5M | Buy |
108,521
+3,033
| +3% | +$323K | 4.64% | 2 |
|
|
2022
Q4 | $10.5M | Buy |
+105,488
| New | +$10.5M | 4.72% | 1 |
|