Elevatus Welath Management’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 |
-2,315
| Closed | -$211K | – | 131 |
|
|
2025
Q1 | $211K | Hold |
2,315
| – | – | 0.12% | 97 |
|
|
2024
Q4 | $202K | Sell |
2,315
-123,025
| -98% | -$10.7M | 0.07% | 105 |
|
|
2024
Q3 | $12.3M | Buy |
+125,340
| New | +$12.3M | 4.02% | 9 |
|
|
2024
Q2 | – | Sell |
-75,062
| Closed | -$7.1M | – | 119 |
|
|
2024
Q1 | $7.1M | Sell |
75,062
-70,036
| -48% | -$6.63M | 2.8% | 13 |
|
|
2023
Q4 | $14.3M | Buy |
+145,098
| New | +$14.3M | 6.52% | 2 |
|