BCU 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 | – | Sell |
-8,959
| Closed | -$815K | – | 61 |
|
|
2025
Q1 | $815K | Buy |
8,959
+1,230
| +16% | +$112K | 0.42% | 21 |
|
|
2024
Q4 | $675K | Buy |
7,729
+1,353
| +21% | +$118K | 0.39% | 23 |
|
|
2024
Q3 | $625K | Sell |
6,376
-970
| -13% | -$95.2K | 0.37% | 28 |
|
|
2024
Q2 | $674K | Buy |
7,346
+874
| +14% | +$80.2K | 0.5% | 23 |
|
|
2024
Q1 | $612K | Sell |
6,472
-1,005
| -13% | -$95.1K | 0.52% | 26 |
|
|
2023
Q4 | $739K | Buy |
+7,477
| New | +$739K | 0.8% | 19 |
|