Alternative Investment 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 | $5.46M | Sell |
61,856
-3,364
| -5% | -$297K | 2.71% | 5 |
|
|
2025
Q1 | $5.94M | Sell |
65,220
-3,731
| -5% | -$340K | 3.14% | 6 |
|
|
2024
Q4 | $6.02M | Sell |
68,951
-9,422
| -12% | -$823K | 3.14% | 7 |
|
|
2024
Q3 | $7.69M | Sell |
78,373
-8,425
| -10% | -$826K | 4.04% | 7 |
|
|
2024
Q2 | $7.97M | Sell |
86,798
-6,271
| -7% | -$576K | 4.55% | 6 |
|
|
2024
Q1 | $8.61M | Sell |
93,069
-2,895
| -3% | -$268K | 5.19% | 4 |
|
|
2023
Q4 | $9.49M | Buy |
95,964
+37,710
| +65% | +$3.73M | 6.18% | 2 |
|
|
2023
Q3 | $5.17M | Buy |
+58,254
| New | +$5.17M | 3.61% | 8 |
|