DAS
Diversify Advisory Services’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 | $4.8M | Buy |
55,153
+23,874
| +76% | +$2.08M | 0.18% | 91 |
|
2025
Q1 | $2.82M | Sell |
31,279
-5,870
| -16% | -$529K | 0.18% | 94 |
|
2024
Q4 | $3.17M | Buy |
37,149
+5,205
| +16% | +$445K | 0.18% | 82 |
|
2024
Q3 | $2.95M | Sell |
31,944
-1,570
| -5% | -$145K | 0.16% | 114 |
|
2024
Q2 | $3.1M | Buy |
33,514
+697
| +2% | +$64.4K | 0.17% | 108 |
|
2024
Q1 | $3.04M | Buy |
+32,817
| New | +$3.04M | 0.18% | 123 |
|