EverSource Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
8,936
+6,262
| +234% | +$553K | 0.04% | 330 |
|
|
2025
Q1 | $243K | Sell |
2,674
-47,131
| -95% | -$4.29M | 0.01% | 585 |
|
|
2024
Q4 | $4.35M | Buy |
49,805
+46,952
| +1,646% | +$4.1M | 0.24% | 87 |
|
|
2024
Q3 | $280K | Sell |
2,853
-1,752
| -38% | -$172K | 0.02% | 465 |
|
|
2024
Q2 | $437K | Buy |
4,605
+2,764
| +150% | +$262K | 0.03% | 345 |
|
|
2024
Q1 | $162K | Sell |
1,841
-1,410
| -43% | -$124K | 0.01% | 556 |
|
|
2023
Q4 | $322K | Buy |
3,251
+196
| +6% | +$19.4K | 0.03% | 324 |
|
|
2023
Q3 | $271K | Buy |
3,055
+2,391
| +360% | +$212K | 0.03% | 334 |
|
|
2023
Q2 | $68.4K | Buy |
664
+228
| +52% | +$23.5K | 0.01% | 716 |
|
|
2023
Q1 | $46.4K | Sell |
436
-78
| -15% | -$8.3K | 0.01% | 815 |
|
|
2022
Q4 | $51.2K | Sell |
514
-942
| -65% | -$93.7K | 0.01% | 756 |
|
|
2022
Q3 | $149K | Buy |
1,456
+1,187
| +441% | +$121K | 0.03% | 346 |
|
|
2022
Q2 | $31K | Sell |
269
-84
| -24% | -$9.68K | 0.01% | 727 |
|
|
2022
Q1 | $47K | Buy |
+353
| New | +$47K | 0.01% | 482 |
|