AWS
Atria Wealth Solutions’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 | $8.23M | Sell |
93,588
-628,622
| -87% | -$55.3M | 0.19% | 125 |
|
|
2025
Q1 | $65.7M | Buy |
722,210
+63,237
| +10% | +$5.76M | 0.79% | 18 |
|
|
2024
Q4 | $57.5M | Buy |
658,973
+84,192
| +15% | +$7.35M | 0.63% | 22 |
|
|
2024
Q3 | $56.4M | Buy |
574,781
+23,109
| +4% | +$2.27M | 0.61% | 23 |
|
|
2024
Q2 | $50.6M | Buy |
551,672
+41,848
| +8% | +$3.84M | 0.56% | 26 |
|
|
2024
Q1 | $48.2M | Buy |
509,824
+78,766
| +18% | +$7.45M | 0.54% | 26 |
|
|
2023
Q4 | $42.6M | Buy |
431,058
+98,284
| +30% | +$9.72M | 0.53% | 27 |
|
|
2023
Q3 | $29.5M | Buy |
332,774
+172,539
| +108% | +$15.3M | 0.41% | 43 |
|
|
2023
Q2 | $16.5M | Buy |
160,235
+18,215
| +13% | +$1.88M | 0.23% | 97 |
|
|
2023
Q1 | $15.1M | Sell |
142,020
-24,469
| -15% | -$2.6M | 0.22% | 97 |
|
|
2022
Q4 | $16.6M | Buy |
166,489
+74,363
| +81% | +$7.4M | 0.27% | 89 |
|
|
2022
Q3 | $9.44M | Buy |
92,126
+10,965
| +14% | +$1.12M | 0.16% | 136 |
|
|
2022
Q2 | $9.32M | Buy |
81,161
+13,279
| +20% | +$1.53M | 0.17% | 122 |
|
|
2022
Q1 | $8.97M | Buy |
+67,882
| New | +$8.97M | 0.15% | 145 |
|