Capital Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Buy
2024
Q4
Sell
2024
Q3
$447K Buy
2024
Q2
$388K Buy
2024
Q1
$340K Sell
2023
Q4
$444K Buy
2023
Q3
$255K Buy
2022
Q2
Sell
2022
Q1
$225K Buy
2021
Q4
$245K Sell
2021
Q3
$250K Buy
2021
Q2
$249K Buy
2021
Q1
$228K Sell
2020
Q4
$402K Buy