Avidian Wealth Enterprises’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 | $355K | Sell |
4,025
-1,157
| -22% | -$102K | 0.01% | 405 |
|
|
2025
Q1 | $472K | Sell |
5,182
-6,020
| -54% | -$548K | 0.02% | 316 |
|
|
2024
Q4 | $978K | Buy |
11,202
+1,343
| +14% | +$117K | 0.04% | 192 |
|
|
2024
Q3 | $967K | Sell |
9,859
-1,653
| -14% | -$162K | 0.04% | 195 |
|
|
2024
Q2 | $1.06M | Sell |
11,512
-2,658
| -19% | -$244K | 0.04% | 169 |
|
|
2024
Q1 | $1.34M | Sell |
14,170
-8,819
| -38% | -$834K | 0.07% | 132 |
|
|
2023
Q4 | $2.27M | Buy |
22,989
+6,346
| +38% | +$627K | 0.14% | 98 |
|
|
2023
Q3 | $1.48M | Buy |
16,643
+12,669
| +319% | +$1.12M | 0.1% | 124 |
|
|
2023
Q2 | $409K | Buy |
3,974
+517
| +15% | +$53.2K | 0.03% | 298 |
|
|
2023
Q1 | $368K | Sell |
3,457
-4,110
| -54% | -$437K | 0.02% | 350 |
|
|
2022
Q4 | $753K | Buy |
+7,567
| New | +$753K | 0.05% | 214 |
|
|
2022
Q3 | – | Sell |
-3,325
| Closed | -$382K | – | 465 |
|
|
2022
Q2 | $382K | Buy |
3,325
+1,745
| +110% | +$200K | 0.03% | 308 |
|
|
2022
Q1 | $209K | Buy |
+1,580
| New | +$209K | 0.01% | 450 |
|
|
2021
Q1 | – | Sell |
-2,788
| Closed | -$440K | – | 394 |
|
|
2020
Q4 | $440K | Buy |
2,788
+901
| +48% | +$142K | 0.04% | 204 |
|
|
2020
Q3 | $308K | Buy |
1,887
+198
| +12% | +$32.3K | 0.03% | 213 |
|
|
2020
Q2 | $277K | Sell |
1,689
-616
| -27% | -$101K | 0.04% | 205 |
|
|
2020
Q1 | $380K | Buy |
2,305
+111
| +5% | +$18.3K | 0.06% | 127 |
|
|
2019
Q4 | $297K | Buy |
2,194
+135
| +7% | +$18.3K | 0.04% | 179 |
|
|
2019
Q3 | $295K | Buy |
+2,059
| New | +$295K | 0.05% | 150 |
|
|
2016
Q4 | – | Sell |
-119,263
| Closed | -$16.4M | – | 98 |
|
|
2016
Q3 | $16.4M | Buy |
+119,263
| New | +$16.4M | 6.65% | 5 |
|