CIA
Concurrent 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 | $46.2M | Buy |
523,846
+108,447
| +26% | +$9.57M | 0.89% | 10 |
|
|
2025
Q1 | $37.8M | Sell |
415,399
-13,065
| -3% | -$1.19M | 0.92% | 13 |
|
|
2024
Q4 | $37.4M | Buy |
428,464
+33,195
| +8% | +$2.9M | 1.01% | 13 |
|
|
2024
Q3 | $38.8M | Buy |
395,269
+125,728
| +47% | +$12.3M | 1.14% | 10 |
|
|
2024
Q2 | $24.7M | Buy |
269,541
+19,882
| +8% | +$1.82M | 0.81% | 21 |
|
|
2024
Q1 | $23.6M | Buy |
249,659
+119,390
| +92% | +$11.3M | 0.95% | 19 |
|
|
2023
Q4 | $12.9M | Buy |
+130,269
| New | +$12.9M | 0.61% | 35 |
|