BIA
Bell Investment 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
Q2 | $34.1M | Buy |
386,890
+21,082
| +6% | +$1.86M | 5.87% | 5 |
|
|
2025
Q1 | $33.3M | Buy |
365,808
+10,798
| +3% | +$983K | 6.15% | 5 |
|
|
2024
Q4 | $31M | Buy |
355,010
+25,720
| +8% | +$2.25M | 5.79% | 5 |
|
|
2024
Q3 | $32.3M | Buy |
329,290
+13,356
| +4% | +$1.31M | 5.92% | 5 |
|
|
2024
Q2 | $29M | Buy |
315,934
+9,741
| +3% | +$894K | 5.69% | 5 |
|
|
2024
Q1 | $29M | Buy |
306,193
+30,176
| +11% | +$2.86M | 5.66% | 5 |
|
|
2023
Q4 | $27.3M | Buy |
276,017
+9,983
| +4% | +$987K | 5.6% | 5 |
|
|
2023
Q3 | $23.6M | Buy |
+266,034
| New | +$23.6M | 5.29% | 5 |
|