Ballew Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ballew Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.85M	Buy	56,688 +1,623	+3%	+$139K	2.5%	7
2026 Q1	$4.77M	Buy	55,065 +2,267	+4%	+$199K	2.69%	6
2025 Q4	$4.64M	Buy	52,798 +535	+1%	+$47.8K	2.61%	6
2025 Q3	$4.75M	Buy	52,263 +10,545	+25%	+$922K	2.65%	7
2025 Q2	$3.63M	Buy	41,718 +13,690	+49%	+$1.19M	2.15%	8
2025 Q1	$2.44M	Buy	28,028 +1,962	+8%	+$175K	1.63%	12
2024 Q4	$2.23M	Buy	26,066 +11,400	+78%	+$1.05M	1.42%	15
2024 Q3	$1.39M	Buy	14,666 +358	+3%	+$34.5K	0.93%	26
2024 Q2	$1.33M	Sell	14,308 -1,499	-9%	-$137K	0.88%	27
2024 Q1	$1.43M	Buy	15,807 +11,104	+236%	+$1.05M	0.98%	25
2023 Q4	$446K	Sell	4,703 -15,780	-77%	-$1.43M	0.34%	67
2023 Q3	$1.77M	Buy	20,483 +60	+0.3%	+$5.77K	1.45%	14
2023 Q2	$2.04M	Buy	20,423 +2	+0%	+$207	1.47%	14
2023 Q1	$2.12M	Sell	20,421 -319	-2%	-$33.4K	1.54%	14
2022 Q4	$2.23M	Buy	20,740 +10,149	+96%	+$1.02M	1.71%	15
2022 Q3	$1.05M	Buy	10,591 +179	+2%	+$20.2K	0.94%	24
2022 Q2	$1.2M	Sell	10,412 -54	-0.5%	-$6.36K	1.1%	21
2022 Q1	$1.29M	Buy	10,466 +2,846	+37%	+$393K	0.99%	22
2021 Q4	$1.08M	Sell	7,620 -17,992	-70%	-$2.65M	0.75%	30
2021 Q3	$3.63M	Sell	25,612 -5,542	-18%	-$823K	2.67%	7
2021 Q2	$4.52M	Sell	31,154 -27,490	-47%	-$3.84M	3.14%	6
2021 Q1	$8.06M	Buy	58,644 +31,213	+114%	+$4.52M	2.97%	5
2020 Q4	$4.14M	Sell	27,431 -5,390	-16%	-$856K	3.2%	6
2020 Q3	$5.24M	Buy	32,821 +23,512	+253%	+$3.9M	4.44%	5
2020 Q2	$1.54M	Buy	9,309 +4,938	+113%	+$813K	1.51%	17
2020 Q1	$721K	Sell	4,371 -938	-18%	-$140K	0.81%	28
2019 Q4	$728K	Sell	5,309 -607	-10%	-$84.5K	0.62%	33
2019 Q3	$859K	Buy	5,916 +64	+1%	+$8.89K	0.78%	28
2019 Q2	$766K	Sell	5,852 -12,337	-68%	-$1.57M	0.7%	34
2019 Q1	$2.25M	Sell	18,189 -8,328	-31%	-$1.01M	2.08%	15
2018 Q4	$3.24M	Buy	26,517 +20,015	+308%	+$2.32M	3.05%	7
2018 Q3	$748K	Sell	6,502 -414	-6%	-$49.7K	0.69%	35
2018 Q2	$842K	Sell	6,916 -98	-1%	-$11.7K	0.95%	25
2018 Q1	$855K	Buy	7,014 +299	+4%	+$36.1K	0.75%	32
2017 Q4	$852K	Buy	+6,715	New	+$843K	0.85%	32