Capital Advisors Wealth Management’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 | $645K | Buy |
7,309
+38
| +0.5% | +$3.35K | 0.1% | 100 |
|
|
2025
Q1 | $662K | Buy |
7,271
+1,987
| +38% | +$181K | 0.12% | 88 |
|
|
2024
Q4 | $461K | Sell |
5,284
-2,605
| -33% | -$227K | 0.08% | 100 |
|
|
2024
Q3 | $774K | Buy |
7,889
+2,355
| +43% | +$231K | 0.14% | 76 |
|
|
2024
Q2 | $508K | Buy |
5,534
+1,907
| +53% | +$175K | 0.1% | 85 |
|
|
2024
Q1 | $343K | Buy |
3,627
+637
| +21% | +$60.3K | 0.07% | 106 |
|
|
2023
Q4 | $296K | Sell |
2,990
-2,199
| -42% | -$217K | 0.07% | 105 |
|
|
2023
Q3 | $460K | Buy |
5,189
+2,544
| +96% | +$226K | 0.12% | 80 |
|
|
2023
Q2 | $272K | Buy |
+2,645
| New | +$272K | 0.07% | 104 |
|