Beam 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 | $1.44M | Sell |
16,262
-16,998
| -51% | -$1.5M | 0.43% | 53 |
|
|
2025
Q1 | $3.03M | Sell |
33,260
-848
| -2% | -$77.2K | 1.02% | 25 |
|
|
2024
Q4 | $2.98M | Sell |
34,108
-1,863
| -5% | -$163K | 0.94% | 27 |
|
|
2024
Q3 | $3.53M | Sell |
35,971
-188
| -0.5% | -$18.4K | 1.07% | 21 |
|
|
2024
Q2 | $3.32M | Sell |
36,159
-6,270
| -15% | -$575K | 1.1% | 19 |
|
|
2024
Q1 | $4.01M | Buy |
42,429
+23,544
| +125% | +$2.23M | 2.41% | 12 |
|
|
2023
Q4 | $1.87M | Buy |
18,885
+3,569
| +23% | +$353K | 1.18% | 22 |
|
|
2023
Q3 | $1.36M | Buy |
+15,316
| New | +$1.36M | 0.97% | 25 |
|
|
2021
Q3 | – | Sell |
-1,414
| Closed | -$204K | – | 151 |
|
|
2021
Q2 | $204K | Sell |
1,414
-7,901
| -85% | -$1.14M | 0.18% | 133 |
|
|
2021
Q1 | $1.26M | Sell |
9,315
-1,112
| -11% | -$151K | 1.12% | 27 |
|
|
2020
Q4 | $1.65M | Sell |
10,427
-1,259
| -11% | -$199K | 1.55% | 16 |
|
|
2020
Q3 | $1.91M | Buy |
11,686
+246
| +2% | +$40.2K | 1.79% | 14 |
|
|
2020
Q2 | $1.86M | Buy |
11,440
+9,645
| +537% | +$1.57M | 1.88% | 14 |
|
|
2020
Q1 | $296K | Buy |
1,795
+92
| +5% | +$15.2K | 0.29% | 108 |
|
|
2019
Q4 | $231K | Buy |
+1,703
| New | +$231K | 0.22% | 133 |
|