Aveo Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,745
| Closed | -$857K | – | 138 |
|
|
2025
Q1 | $857K | Sell |
9,745
-12,015
| -55% | -$1.07M | 0.14% | 83 |
|
|
2024
Q4 | $1.9M | Sell |
21,760
-22,911
| -51% | -$2.11M | 0.21% | 89 |
|
|
2024
Q3 | $4.38M | Buy |
44,671
+15,121
| +51% | +$1.46M | 0.47% | 63 |
|
|
2024
Q2 | $2.71M | Buy |
29,550
+3,319
| +13% | +$302K | 0.31% | 80 |
|
|
2024
Q1 | $2.36M | Sell |
26,231
-30,279
| -54% | -$2.86M | 0.26% | 92 |
|
|
2023
Q4 | $5.59M | Buy |
56,510
+20,562
| +57% | +$1.86M | 0.67% | 43 |
|
|
2023
Q3 | $3.19M | Sell |
35,948
-24,608
| -41% | -$2.37M | 0.42% | 76 |
|
|
2023
Q2 | $6.23M | Sell |
60,556
-1,696
| -3% | -$176K | 0.79% | 35 |
|
|
2023
Q1 | $6.62M | Sell |
62,252
-2,504
| -4% | -$262K | 0.88% | 29 |
|
|
2022
Q4 | $6.45M | Buy |
64,756
+42,982
| +197% | +$4.33M | 0.97% | 23 |
|
|
2022
Q3 | $2.23M | Sell |
21,774
-174
| -0.8% | -$19.6K | 0.38% | 66 |
|
|
2022
Q2 | $2.52M | Sell |
21,948
-7,745
| -26% | -$912K | 0.41% | 66 |
|
|
2022
Q1 | $3.92M | Sell |
29,693
-379
| -1% | -$52.3K | 0.69% | 46 |
|
|
2021
Q4 | $4.46M | Buy |
30,072
+6,490
| +28% | +$957K | 0.8% | 34 |
|
|
2021
Q3 | $3.4M | Buy |
23,582
+4,128
| +21% | +$613K | 0.71% | 45 |
|
|
2021
Q2 | $2.81M | Buy |
19,454
+2,148
| +12% | +$300K | 0.62% | 53 |
|
|
2021
Q1 | $2.34M | Buy |
17,306
+15,768
| +1,025% | +$2.29M | 0.59% | 52 |
|
|
2020
Q4 | $243K | Sell |
1,538
-13,553
| -90% | -$2.15M | 0.38% | 59 |
|
|
2020
Q3 | $2.46M | Buy |
15,091
+13,290
| +738% | +$2.2M | 0.89% | 25 |
|
|
2020
Q2 | $295K | Sell |
1,801
-10,523
| -85% | -$1.73M | 0.59% | 42 |
|
|
2020
Q1 | $2.03M | Sell |
12,324
-16,764
| -58% | -$2.5M | 0.99% | 25 |
|
|
2019
Q4 | $3.94M | Sell |
29,088
-44,008
| -60% | -$6.13M | 1.56% | 10 |
|
|
2019
Q3 | $4.44M | Buy |
73,096
+42,260
| +137% | +$5.87M | 1.83% | 10 |
|
|
2019
Q2 | $4.06M | Buy |
30,836
+42
| +0.1% | +$5.33K | 1.77% | 11 |
|
|
2019
Q1 | $3.89M | Buy |
30,794
+19,757
| +179% | +$2.4M | 1.8% | 11 |
|
|
2018
Q4 | $1.34M | Sell |
11,037
-492
| -4% | -$56.9K | 0.67% | 35 |
|
|
2018
Q3 | $1.31M | Sell |
11,529
-368
| -3% | -$44.2K | 0.58% | 38 |
|
|
2018
Q2 | $1.45M | Sell |
11,897
-1,120
| -9% | -$134K | 0.64% | 39 |
|
|
2018
Q1 | $1.59M | Buy |
13,017
+987
| +8% | +$119K | 0.66% | 36 |
|
|
2017
Q4 | $1.53M | Buy |
12,030
+355
| +3% | +$44.6K | 0.51% | 35 |
|
|
2017
Q3 | $1.46M | Buy |
11,675
+326
| +3% | +$41K | 0.5% | 34 |
|
|
2017
Q2 | $1.42M | Sell |
11,349
-692
| -6% | -$85.5K | 0.5% | 34 |
|
|
2017
Q1 | $1.45M | Sell |
12,041
-21,446
| -64% | -$2.57M | 0.53% | 31 |
|
|
2016
Q4 | $3.99M | Buy |
+33,487
| New | +$4.19M | 1.14% | 14 |
|
Other funds holding TLT
Aveo Capital Partners's TLT Position: Q2 2025 in Review
Aveo Capital Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 9,745 shares — an estimated $857K sold.
Aveo Capital Partners first reported a position in TLT in Q4 2016 and held it in 34 quarters. The position peaked at $6.62M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.
- Aveo Capital Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
- Aveo Capital Partners sold 9,745 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $857K.
- Aveo Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and held it in 34 quarters.
- Aveo Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $6.62M in Q1 2023.
- 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.
Based on Aveo Capital Partners's 13F filing for Q2 2025.