APWA
Atlas Private Wealth Advisors’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 | $5.66M | Sell |
64,093
-423
| -0.7% | -$37.3K | 0.73% | 32 |
|
|
2025
Q1 | $5.87M | Buy |
64,516
+27,019
| +72% | +$2.46M | 0.82% | 30 |
|
|
2024
Q4 | $3.27M | Buy |
37,497
+22,446
| +149% | +$1.96M | 0.46% | 34 |
|
|
2024
Q3 | $1.48M | Buy |
15,051
+5,486
| +57% | +$538K | 0.21% | 55 |
|
|
2024
Q2 | $878K | Buy |
+9,565
| New | +$878K | 0.14% | 70 |
|
|
2023
Q4 | – | Sell |
-56,187
| Closed | -$4.98M | – | 189 |
|
|
2023
Q3 | $4.98M | Buy |
56,187
+26,519
| +89% | +$2.35M | 0.94% | 20 |
|
|
2023
Q2 | $3.05M | Buy |
29,668
+14,803
| +100% | +$1.52M | 0.62% | 23 |
|
|
2023
Q1 | $1.58M | Hold |
14,865
| – | – | 0.73% | 24 |
|
|
2022
Q4 | $1.48M | Buy |
14,865
+1,105
| +8% | +$110K | 0.79% | 24 |
|
|
2022
Q3 | $1.41M | Buy |
13,760
+2,582
| +23% | +$265K | 0.85% | 25 |
|
|
2022
Q2 | $1.28M | Buy |
+11,178
| New | +$1.28M | 0.77% | 30 |
|
|
2021
Q4 | – | Sell |
-223
| Closed | -$32K | – | 650 |
|
|
2021
Q3 | $32K | Sell |
223
-5,239
| -96% | -$752K | 0.02% | 286 |
|
|
2021
Q2 | $788K | Hold |
5,462
| – | – | 0.43% | 51 |
|
|
2021
Q1 | $740K | Buy |
5,462
+5,344
| +4,529% | +$724K | 0.41% | 51 |
|
|
2020
Q4 | $19K | Hold |
118
| – | – | 0.01% | 340 |
|
|
2020
Q3 | $19K | Hold |
118
| – | – | 0.02% | 318 |
|
|
2020
Q2 | $19K | Buy |
+118
| New | +$19K | 0.02% | 325 |
|