Delos 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 | $140K | Buy |
+1,591
| New | +$140K | 0.11% | 61 |
|
|
2025
Q1 | – | Sell |
-656
| Closed | -$57.3K | – | 172 |
|
|
2024
Q4 | $57.3K | Sell |
656
-24,108
| -97% | -$2.11M | 0.05% | 71 |
|
|
2024
Q3 | $2.43M | Buy |
24,764
+2,760
| +13% | +$271K | 2.12% | 20 |
|
|
2024
Q2 | $2.02M | Buy |
22,004
+3,515
| +19% | +$323K | 1.95% | 23 |
|
|
2024
Q1 | $1.75M | Buy |
18,489
+17,744
| +2,382% | +$1.68M | 1.97% | 20 |
|
|
2023
Q4 | $73.7K | Buy |
745
+280
| +60% | +$27.7K | 0.11% | 49 |
|
|
2023
Q3 | $44.9K | Buy |
465
+365
| +365% | +$35.3K | 0.05% | 73 |
|
|
2023
Q2 | $10.3K | Buy |
+100
| New | +$10.3K | 0.01% | 137 |
|
|
2022
Q4 | – | Sell |
-130
| Closed | -$13K | – | 404 |
|
|
2022
Q3 | $13K | Buy |
130
+30
| +30% | +$3K | 0.02% | 120 |
|
|
2022
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 134 |
|