Arax Advisory Partners’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
$2.96K Sell
34
-25
-42% -$2.18K ﹤0.01% 2429
2025
Q1
$5.41K Sell
59
-1,179
-95% -$108K ﹤0.01% 1748
2024
Q4
$108K Buy
1,238
+1,234
+30,850% +$108K 0.01% 660
2024
Q3
$421 Hold
4
﹤0.01% 2421
2024
Q2
$390 Hold
4
﹤0.01% 2360
2024
Q1
$398 Sell
4
-66
-94% -$6.57K ﹤0.01% 1246
2023
Q4
$6.94K Buy
70
+66
+1,650% +$6.54K ﹤0.01% 815
2023
Q3
$367 Sell
4
-294
-99% -$27K ﹤0.01% 1261
2023
Q2
$30.7K Buy
298
+15
+5% +$1.55K ﹤0.01% 529
2023
Q1
$30.1K Hold
283
﹤0.01% 523
2022
Q4
$28.2K Buy
+283
New +$28.2K ﹤0.01% 517
2022
Q2
Sell
-4
Closed -$1K 1241
2022
Q1
$1K Hold
4
﹤0.01% 1103
2021
Q4
$1K Hold
4
﹤0.01% 1090
2021
Q3
$1K Hold
4
﹤0.01% 948
2021
Q2
$1K Buy
+4
New +$1K ﹤0.01% 903
2020
Q4
$1K Hold
4
﹤0.01% 717
2020
Q3
$1K Hold
4
﹤0.01% 678
2020
Q2
$1K Hold
4
﹤0.01% 664
2020
Q1
$1K Buy
+4
New +$1K ﹤0.01% 660
2019
Q4
Sell
-64
Closed -$9K 613
2019
Q3
$9K Hold
64
﹤0.01% 473
2019
Q2
$8K Buy
+64
New +$8K ﹤0.01% 485