Ameritas Advisory Services’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 | $924K | Sell |
10,472
-11,458
| -52% | -$1.01M | 0.05% | 369 |
|
|
2025
Q1 | $1.92M | Sell |
21,930
-4,201
| -16% | -$367K | 0.08% | 246 |
|
|
2024
Q4 | $2.28M | Sell |
26,131
-8,759
| -25% | -$765K | 0.08% | 227 |
|
|
2024
Q3 | $3.42M | Buy |
34,890
+6,564
| +23% | +$644K | 0.15% | 150 |
|
|
2024
Q2 | $2.6M | Buy |
28,326
+16,567
| +141% | +$1.52M | 0.1% | 205 |
|
|
2024
Q1 | $1.06M | Sell |
11,759
-3,975
| -25% | -$359K | 0.04% | 364 |
|
|
2023
Q4 | $1.52M | Sell |
15,734
-5,910
| -27% | -$570K | 0.08% | 212 |
|
|
2023
Q3 | $1.92M | Buy |
+21,644
| New | +$1.92M | 0.1% | 208 |
|
|
2023
Q2 | – | Sell |
-6,633
| Closed | -$700K | – | 2339 |
|
|
2023
Q1 | $700K | Buy |
+6,633
| New | +$700K | 0.04% | 393 |
|