B. Riley Wealth Advisors’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 | $698K | Buy |
+7,904
| New | +$698K | 0.03% | 417 |
|
|
2024
Q4 | $2.1M | Sell |
24,019
-54,395
| -69% | -$4.75M | 0.07% | 270 |
|
|
2024
Q3 | $7.64M | Buy |
78,414
+19,395
| +33% | +$1.89M | 0.21% | 104 |
|
|
2024
Q2 | $5.42M | Sell |
59,019
-8,695
| -13% | -$798K | 0.14% | 155 |
|
|
2024
Q1 | $6.01M | Sell |
67,714
-64,182
| -49% | -$5.69M | 0.16% | 138 |
|
|
2023
Q4 | $13M | Buy |
131,896
+64,182
| +95% | +$6.35M | 0.35% | 51 |
|
|
2023
Q3 | $6.01M | Buy |
67,714
+52,985
| +360% | +$4.7M | 0.16% | 138 |
|
|
2023
Q2 | $1.52M | Sell |
14,729
-15,617
| -51% | -$1.61M | 0.03% | 446 |
|
|
2023
Q1 | $3.23M | Buy |
30,346
+18,362
| +153% | +$1.95M | 0.09% | 232 |
|
|
2022
Q4 | $1.19M | Buy |
11,984
+8,019
| +202% | +$798K | 0.03% | 475 |
|
|
2022
Q3 | $408K | Sell |
3,965
-14,193
| -78% | -$1.46M | 0.01% | 849 |
|
|
2022
Q2 | $2.09M | Buy |
18,158
+14,148
| +353% | +$1.63M | 0.09% | 238 |
|
|
2022
Q1 | $531K | Sell |
4,010
-2,749
| -41% | -$364K | 0.02% | 718 |
|
|
2021
Q4 | $1M | Buy |
6,759
+1,335
| +25% | +$198K | 0.03% | 533 |
|
|
2021
Q3 | $783K | Sell |
5,424
-2,101
| -28% | -$303K | 0.02% | 601 |
|
|
2021
Q2 | $1.09M | Sell |
7,525
-540
| -7% | -$78K | 0.04% | 488 |
|
|
2021
Q1 | $1.09M | Sell |
8,065
-9,496
| -54% | -$1.29M | 0.04% | 451 |
|
|
2020
Q4 | $2.77M | Buy |
17,561
+2,748
| +19% | +$433K | 0.15% | 157 |
|
|
2020
Q3 | $2.42M | Sell |
14,813
-936
| -6% | -$153K | 0.13% | 173 |
|
|
2020
Q2 | $2.58M | Sell |
15,749
-5,007
| -24% | -$821K | 0.17% | 138 |
|
|
2020
Q1 | $3.43M | Buy |
20,756
+2,228
| +12% | +$368K | 0.29% | 80 |
|
|
2019
Q4 | $2.51M | Buy |
18,528
+9,759
| +111% | +$1.32M | 0.21% | 104 |
|
|
2019
Q3 | $1.26M | Buy |
8,769
+4,009
| +84% | +$574K | 0.12% | 189 |
|
|
2019
Q2 | $633K | Buy |
4,760
+650
| +16% | +$86.4K | 0.07% | 293 |
|
|
2019
Q1 | $520K | Buy |
4,110
+1,096
| +36% | +$139K | 0.06% | 329 |
|
|
2018
Q4 | $367K | Sell |
3,014
-448
| -13% | -$54.6K | 0.05% | 383 |
|
|
2018
Q3 | $406K | Buy |
3,462
+34
| +1% | +$3.99K | 0.05% | 403 |
|
|
2018
Q2 | $418K | Buy |
3,428
+15
| +0.4% | +$1.83K | 0.06% | 373 |
|
|
2018
Q1 | $416K | Sell |
3,413
-707
| -17% | -$86.2K | 0.06% | 354 |
|
|
2017
Q4 | $523K | Sell |
4,120
-43
| -1% | -$5.46K | 0.07% | 302 |
|
|
2017
Q3 | $520K | Buy |
4,163
+1,565
| +60% | +$195K | 0.09% | 250 |
|
|
2017
Q2 | $325K | Sell |
2,598
-31
| -1% | -$3.88K | 0.06% | 344 |
|
|
2017
Q1 | $318K | Buy |
2,629
+244
| +10% | +$29.5K | 0.06% | 321 |
|
|
2016
Q4 | $285K | Sell |
2,385
-185
| -7% | -$22.1K | 0.06% | 359 |
|
|
2016
Q3 | $354K | Buy |
2,570
+510
| +25% | +$70.2K | 0.07% | 355 |
|
|
2016
Q2 | $287K | Sell |
2,060
-486
| -19% | -$67.7K | 0.06% | 404 |
|
|
2016
Q1 | $333K | Sell |
2,546
-214
| -8% | -$28K | 0.08% | 322 |
|
|
2015
Q4 | $333K | Buy |
2,760
+363
| +15% | +$43.8K | 0.07% | 336 |
|
|
2015
Q3 | $297K | Sell |
2,397
-1,153
| -32% | -$143K | 0.07% | 353 |
|
|
2015
Q2 | $419K | Sell |
3,550
-1,414
| -28% | -$167K | 0.1% | 247 |
|
|
2015
Q1 | $649K | Buy |
4,964
+3,156
| +175% | +$413K | 0.16% | 166 |
|
|
2014
Q4 | $227 | Buy |
+1,808
| New | +$227 | ﹤0.01% | 1323 |
|
|
2014
Q3 | – | Sell |
-931
| Closed | -$106K | – | 1775 |
|
|
2014
Q2 | $106K | Buy |
+931
| New | +$106K | 0.02% | 695 |
|
|
2013
Q4 | – | Sell |
-1,500
| Closed | -$160K | – | 719 |
|
|
2013
Q3 | $160K | Sell |
1,500
-732
| -33% | -$78.1K | 0.05% | 408 |
|
|
2013
Q2 | $246K | Buy |
+2,232
| New | +$246K | 0.08% | 272 |
|