Camarda Financial 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 | $3.6M | Buy |
40,830
+26,745
| +190% | +$2.36M | 1.42% | 15 |
|
2025
Q1 | $1.28M | Sell |
14,085
-689
| -5% | -$62.7K | 0.58% | 48 |
|
2024
Q4 | $1.29M | Sell |
14,774
-19,655
| -57% | -$1.72M | 0.48% | 56 |
|
2024
Q3 | $3.38M | Buy |
34,429
+13,847
| +67% | +$1.36M | 1.27% | 19 |
|
2024
Q2 | $1.89M | Sell |
20,582
-7,455
| -27% | -$684K | 0.74% | 45 |
|
2024
Q1 | $2.65M | Buy |
28,037
+18,185
| +185% | +$1.72M | 1.07% | 22 |
|
2023
Q4 | $974K | Buy |
+9,852
| New | +$974K | 0.42% | 55 |
|
2023
Q3 | – | Sell |
-15,699
| Closed | -$1.62M | – | 79 |
|
2023
Q2 | $1.62M | Sell |
15,699
-29,489
| -65% | -$3.04M | 0.81% | 32 |
|
2023
Q1 | $4.81M | Buy |
45,188
+2,136
| +5% | +$227K | 3.6% | 7 |
|
2022
Q4 | $4.29M | Buy |
+43,052
| New | +$4.29M | 4.33% | 2 |
|
2017
Q1 | – | Sell |
-500
| Closed | -$60K | – | 249 |
|
2016
Q4 | $60K | Buy |
+500
| New | +$60K | 0.04% | 118 |
|
2015
Q2 | – | Sell |
-1,755
| Closed | -$229K | – | 271 |
|
2015
Q1 | $229K | Buy |
1,755
+827
| +89% | +$108K | 0.13% | 84 |
|
2014
Q4 | $117K | Buy |
928
+227
| +32% | +$28.6K | 0.07% | 91 |
|
2014
Q3 | $82K | Buy |
+701
| New | +$82K | 0.06% | 101 |
|