Avid Wealth Partners’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 | $699K | Buy |
7,924
+4,865
| +159% | +$429K | 0.4% | 29 |
|
|
2025
Q1 | $278K | Sell |
3,059
-1,004
| -25% | -$91.4K | 0.19% | 43 |
|
|
2024
Q4 | $355K | Sell |
4,063
-863
| -18% | -$75.4K | 0.25% | 34 |
|
|
2024
Q3 | $483K | Sell |
4,926
-4,699
| -49% | -$461K | 0.34% | 28 |
|
|
2024
Q2 | $883K | Sell |
9,625
-3,274
| -25% | -$300K | 0.69% | 23 |
|
|
2024
Q1 | $1.22M | Sell |
12,899
-40,507
| -76% | -$3.83M | 0.98% | 22 |
|
|
2023
Q4 | $5.28M | Buy |
+53,406
| New | +$5.28M | 5.23% | 9 |
|