Avaii Wealth Management’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 | $222K | Buy |
2,517
+285
| +13% | +$25.2K | 0.1% | 122 |
|
|
2025
Q1 | $203K | Sell |
2,232
-873
| -28% | -$79.5K | 0.11% | 120 |
|
|
2024
Q4 | $271K | Buy |
3,105
+870
| +39% | +$76K | 0.13% | 106 |
|
|
2024
Q3 | $219K | Buy |
+2,235
| New | +$219K | 0.11% | 122 |
|
|
2023
Q4 | – | Sell |
-18,238
| Closed | -$1.62M | – | 156 |
|
|
2023
Q3 | $1.62M | Buy |
18,238
+1,727
| +10% | +$153K | 1.22% | 14 |
|
|
2023
Q2 | $1.7M | Buy |
16,511
+1,289
| +8% | +$133K | 1.31% | 13 |
|
|
2023
Q1 | $1.62M | Buy |
15,222
+5,891
| +63% | +$627K | 1.41% | 13 |
|
|
2022
Q4 | $929K | Buy |
9,331
+5,347
| +134% | +$532K | 0.83% | 25 |
|
|
2022
Q3 | $408K | Buy |
3,984
+349
| +10% | +$35.7K | 0.42% | 54 |
|
|
2022
Q2 | $418K | Buy |
+3,635
| New | +$418K | 0.45% | 41 |
|