CA
Cresta 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 | $1.02M | Sell |
11,585
-560
| -5% | -$49.4K | 0.5% | 30 |
|
|
2025
Q1 | $1.11M | Sell |
12,145
-9,900
| -45% | -$901K | 0.57% | 29 |
|
|
2024
Q4 | $2.16M | Hold |
22,045
| – | – | 1.13% | 21 |
|
|
2024
Q3 | $2.16M | Buy |
22,045
+1,000
| +5% | +$98.1K | 1.13% | 21 |
|
|
2024
Q2 | $1.93M | Buy |
21,045
+5,000
| +31% | +$459K | 1.15% | 22 |
|
|
2024
Q1 | $1.52M | Buy |
16,045
+1,500
| +10% | +$142K | 0.96% | 22 |
|
|
2023
Q4 | $1.44M | Buy |
+14,545
| New | +$1.44M | 0.96% | 23 |
|