Core Wealth 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 | $388K | Buy |
+4,393
| New | +$388K | 0.11% | 57 |
|
|
2024
Q4 | – | Sell |
-201,135
| Closed | -$19.7M | – | 63 |
|
|
2024
Q3 | $19.7M | Buy |
+201,135
| New | +$19.7M | 6.33% | 3 |
|
|
2024
Q2 | – | Sell |
-401
| Closed | -$37.9K | – | 219 |
|
|
2024
Q1 | $37.9K | Buy |
401
+200
| +100% | +$18.9K | 0.01% | 110 |
|
|
2023
Q4 | $19.9K | Hold |
201
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $17.8K | Buy |
201
+45
| +29% | +$3.99K | 0.01% | 116 |
|
|
2023
Q2 | $16.1K | Buy |
156
+100
| +179% | +$10.3K | 0.01% | 126 |
|
|
2023
Q1 | $5.96K | Buy |
+56
| New | +$5.96K | ﹤0.01% | 186 |
|