AAS
Avantax Advisory Services’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 | $18.8M | Sell |
212,969
-5,936
| -3% | -$524K | 0.1% | 155 |
|
|
2025
Q1 | $19.9M | Sell |
218,905
-68,068
| -24% | -$6.2M | 0.12% | 131 |
|
|
2024
Q4 | $25.1M | Buy |
286,973
+79,938
| +39% | +$6.98M | 0.16% | 99 |
|
|
2024
Q3 | $20.3M | Buy |
207,035
+27,270
| +15% | +$2.68M | 0.13% | 119 |
|
|
2024
Q2 | $16.5M | Buy |
179,765
+35,640
| +25% | +$3.27M | 0.12% | 130 |
|
|
2024
Q1 | $13.6M | Sell |
144,125
-9,470
| -6% | -$896K | 0.12% | 128 |
|
|
2023
Q4 | $15.2M | Buy |
153,595
+38,095
| +33% | +$3.77M | 0.15% | 110 |
|
|
2023
Q3 | $10.2M | Buy |
115,500
+47,289
| +69% | +$4.19M | 0.11% | 139 |
|
|
2023
Q2 | $7.02M | Buy |
68,211
+30,864
| +83% | +$3.18M | 0.08% | 188 |
|
|
2023
Q1 | $3.97M | Buy |
37,347
+5,927
| +19% | +$630K | 0.05% | 289 |
|
|
2022
Q4 | $3.13M | Buy |
31,420
+14,930
| +91% | +$1.49M | 0.04% | 327 |
|
|
2022
Q3 | $1.69M | Buy |
16,490
+7,293
| +79% | +$747K | 0.03% | 410 |
|
|
2022
Q2 | $1.06M | Buy |
9,197
+4,665
| +103% | +$536K | 0.02% | 536 |
|
|
2022
Q1 | $599K | Sell |
4,532
-4,825
| -52% | -$638K | 0.01% | 724 |
|
|
2021
Q4 | $1.39M | Sell |
9,357
-911
| -9% | -$135K | 0.02% | 438 |
|
|
2021
Q3 | $1.48M | Sell |
10,268
-54
| -0.5% | -$7.8K | 0.02% | 399 |
|
|
2021
Q2 | $1.49M | Buy |
10,322
+6,162
| +148% | +$888K | 0.03% | 392 |
|
|
2021
Q1 | $564K | Sell |
4,160
-51
| -1% | -$6.91K | 0.01% | 589 |
|
|
2020
Q4 | $657K | Sell |
4,211
-8,368
| -67% | -$1.31M | 0.02% | 473 |
|
|
2020
Q3 | $2.05M | Buy |
12,579
+1,821
| +17% | +$297K | 0.03% | 361 |
|
|
2020
Q2 | $1.77M | Buy |
10,758
+1,702
| +19% | +$280K | 0.05% | 239 |
|
|
2020
Q1 | $1.5M | Buy |
9,056
+5,981
| +195% | +$987K | 0.04% | 234 |
|
|
2019
Q4 | $416K | Buy |
+3,075
| New | +$416K | 0.01% | 529 |
|