BPA
Beacon Pointe Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,661
| Closed | -$494K | – | 1233 |
|
|
2024
Q4 | $494K | Buy |
5,661
+2,537
| +81% | +$222K | 0.01% | 824 |
|
|
2024
Q3 | $306K | Buy |
3,124
+337
| +12% | +$33.1K | ﹤0.01% | 1003 |
|
|
2024
Q2 | $256K | Sell |
2,787
-5,197
| -65% | -$477K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $755K | Buy |
7,984
+1,162
| +17% | +$110K | 0.01% | 765 |
|
|
2023
Q4 | $675K | Buy |
6,822
+2,913
| +75% | +$288K | 0.01% | 779 |
|
|
2023
Q3 | $347K | Buy |
+3,909
| New | +$347K | ﹤0.01% | 996 |
|
|
2023
Q2 | – | Sell |
-2,497
| Closed | -$266K | – | 1180 |
|
|
2023
Q1 | $266K | Buy |
+2,497
| New | +$266K | ﹤0.01% | 976 |
|
|
2022
Q2 | – | Sell |
-66,976
| Closed | -$8.85M | – | 1205 |
|
|
2022
Q1 | $8.85M | Buy |
+66,976
| New | +$8.85M | 0.12% | 172 |
|