FCA
Fortis Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,418
| Closed | -$311K | – | 286 |
|
|
2025
Q1 | $311K | Sell |
3,418
-34,993
| -91% | -$3.19M | 0.06% | 202 |
|
|
2024
Q4 | $3.71M | Buy |
38,411
+2,600
| +7% | +$251K | 1.27% | 11 |
|
|
2024
Q3 | $3.51M | Buy |
+35,811
| New | +$3.51M | 1.17% | 11 |
|
|
2023
Q2 | – | Sell |
-4,205
| Closed | -$447K | – | 565 |
|
|
2023
Q1 | $447K | Buy |
4,205
+4,182
| +18,183% | +$445K | 0.24% | 61 |
|
|
2022
Q4 | $2.29K | Buy |
+23
| New | +$2.29K | ﹤0.01% | 568 |
|