Atlas Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.04M | Sell |
23,398
-5,995
| -20% | -$524K | 3.19% | 7 |
|
|
2024
Q3 | $2.88M | Buy |
29,393
+16
| +0.1% | +$1.57K | 4.56% | 6 |
|
|
2024
Q2 | $2.7M | Sell |
29,377
-4,161
| -12% | -$382K | 4.46% | 7 |
|
|
2024
Q1 | $3.17M | Sell |
33,538
-2,021
| -6% | -$191K | 4.93% | 6 |
|
|
2023
Q4 | $3.52M | Sell |
35,559
-85,612
| -71% | -$8.47M | 5.75% | 7 |
|
|
2023
Q3 | $10.7M | Sell |
121,171
-4,233
| -3% | -$375K | 8.4% | 5 |
|
|
2023
Q2 | $12.9M | Buy |
125,404
+57,551
| +85% | +$5.92M | 18.16% | 3 |
|
|
2023
Q1 | $7.22M | Sell |
67,853
-934
| -1% | -$99.4K | 9.75% | 5 |
|
|
2022
Q4 | $6.85M | Buy |
68,787
+21,928
| +47% | +$2.18M | 9.43% | 5 |
|
|
2022
Q3 | $4.8M | Sell |
46,859
-28,434
| -38% | -$2.91M | 7.86% | 5 |
|
|
2022
Q2 | $8.65M | Sell |
75,293
-5,752
| -7% | -$661K | 9.88% | 4 |
|
|
2022
Q1 | $10.7M | Sell |
81,045
-60,416
| -43% | -$7.98M | 10.77% | 5 |
|
|
2021
Q4 | $21M | Buy |
+141,461
| New | +$21M | 19.58% | 3 |
|