Financial Advocates Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Advocates Investment Management’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.1M	Buy	46,412 +2,958	+7%	+$261K	0.33%	70
2025 Q1	$3.96M	Buy	43,454 +2,180	+5%	+$198K	0.28%	78
2024 Q4	$3.6M	Buy	41,274 +21,651	+110%	+$1.89M	0.21%	106
2024 Q3	$2.03M	Sell	19,623 -36,902	-65%	-$3.83M	0.12%	181
2024 Q2	$5.19M	Buy	56,525 +26,725	+90%	+$2.45M	0.32%	69
2024 Q1	$3.26M	Sell	29,800 -3,390	-10%	-$371K	0.19%	124
2023 Q4	$3.38M	Sell	33,190 -9,588	-22%	-$977K	0.22%	110
2023 Q3	$3.72M	Sell	42,778 -31,820	-43%	-$2.77M	0.27%	91
2023 Q2	$7.68M	Buy	+74,598	New	+$7.68M	0.55%	36
2023 Q1	–	Sell	-75,206	Closed	-$7.49M	–	806
2022 Q4	$7.49M	Sell	75,206 -5,813	-7%	-$579K	0.56%	36
2022 Q3	$8.21M	Buy	81,019 +54,816	+209%	+$5.56M	0.68%	25
2022 Q2	$3.01M	Buy	26,203 +3,702	+16%	+$425K	0.24%	105
2022 Q1	$2.97M	Buy	22,501 +6,000	+36%	+$792K	0.2%	123
2021 Q4	$2.19M	Buy	16,501 +4,703	+40%	+$623K	0.14%	175
2021 Q3	$1.74M	Sell	11,798 -735	-6%	-$108K	0.12%	211
2021 Q2	$1.91M	Buy	12,533 +7,468	+147%	+$1.14M	0.13%	188
2021 Q1	$612K	Buy	5,065 +2,544	+101%	+$307K	0.04%	420
2020 Q4	$343K	Sell	2,521 -1,061	-30%	-$144K	0.02%	533
2020 Q3	$585K	Sell	3,582 -10,283	-74%	-$1.68M	0.05%	337
2020 Q2	$1.64M	Buy	13,865 +1,845	+15%	+$218K	0.16%	156
2020 Q1	$626K	Sell	12,020 -996	-8%	-$51.9K	0.09%	238
2019 Q4	$1.76M	Sell	13,016 -10,991	-46%	-$1.49M	0.19%	134
2019 Q3	$3.44M	Buy	24,007 +7,525	+46%	+$1.08M	0.39%	64
2019 Q2	$2.19M	Sell	16,482 -32,425	-66%	-$4.3M	0.25%	107
2019 Q1	$6.18M	Buy	48,907 +23,784	+95%	+$3.01M	0.77%	22
2018 Q4	$3.05M	Buy	25,123 +6,951	+38%	+$844K	0.42%	64
2018 Q3	$2.13M	Buy	+18,172	New	+$2.13M	0.24%	102
2018 Q1	–	Sell	-20,561	Closed	-$2.61M	–	533
2017 Q4	$2.61M	Buy	+20,561	New	+$2.61M	0.36%	68