Dover 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
Sell
-2,896
Closed -$264K 175
2025
Q1
$264K Sell
2,896
-776
-21% -$70.6K 0.11% 143
2024
Q4
$321K Sell
3,672
-3,506
-49% -$306K 0.18% 104
2024
Q3
$704K Buy
7,178
+1,640
+30% +$161K 0.4% 73
2024
Q2
$508K Sell
5,538
-670
-11% -$61.5K 0.31% 82
2024
Q1
$587K Buy
+6,208
New +$587K 0.4% 73
2023
Q4
Sell
-3,186
Closed -$283K 98
2023
Q3
$283K Buy
3,186
+1,140
+56% +$101K 0.29% 87
2023
Q2
$211K Buy
+2,046
New +$211K 0.19% 99