Fermata Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.66M | Buy |
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|
2025
Q2 | $6.43M | Buy |
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|
2025
Q1 | $6.29M | Buy |
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|
2024
Q4 | $5.93M | Sell |
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|
2024
Q3 | $7.41M | Buy |
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|
2024
Q2 | $6.45M | Sell |
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|
2024
Q1 | $7.12M | Sell |
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|
2023
Q4 | $12M | Buy |
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|
2023
Q3 | $8.4M | Buy |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $2.61M | Buy |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $620K | Buy |
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