Elevated Capital 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 | $576K | Hold |
6,323
| – | – | 0.16% | 176 |
|
|
2025
Q1 | $576K | Buy |
6,323
+960
| +18% | +$87.4K | 0.16% | 176 |
|
|
2024
Q4 | $468K | Buy |
+5,363
| New | +$468K | 0.13% | 196 |
|
|
2021
Q1 | – | Sell |
-8,078
| Closed | -$1.27M | – | 174 |
|
|
2020
Q4 | $1.27M | Sell |
8,078
-60
| -0.7% | -$9.46K | 0.55% | 52 |
|
|
2020
Q3 | $1.26M | Sell |
8,138
-38
| -0.5% | -$5.9K | 0.59% | 48 |
|
|
2020
Q2 | $1.35M | Buy |
+8,176
| New | +$1.35M | 0.64% | 48 |
|