CFIA
Cantor Fitzgerald 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 | $19M | Buy |
214,765
+1,638
| +0.8% | +$145K | 1.34% | 18 |
|
|
2025
Q1 | $19.4M | Buy |
213,127
+15,162
| +8% | +$1.38M | 1.41% | 17 |
|
|
2024
Q4 | $17.3M | Buy |
197,965
+101,922
| +106% | +$8.9M | 1.2% | 28 |
|
|
2024
Q3 | $9.42M | Buy |
96,043
+10,125
| +12% | +$993K | 0.64% | 64 |
|
|
2024
Q2 | $7.89M | Buy |
85,918
+7,097
| +9% | +$651K | 0.61% | 64 |
|
|
2024
Q1 | $7.46M | Sell |
78,821
-1,342
| -2% | -$127K | 0.55% | 65 |
|
|
2023
Q4 | $7.93M | Buy |
+80,163
| New | +$7.93M | 0.61% | 63 |
|