FGA
Fortis Group 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 | $5.17M | Sell |
59,440
-23,993
| -29% | -$2.09M | 0.94% | 26 |
|
|
2025
Q1 | $7.59M | Buy |
83,433
+80,326
| +2,585% | +$7.31M | 1.47% | 13 |
|
|
2024
Q4 | $271K | Sell |
3,107
-99,880
| -97% | -$8.72M | 0.05% | 169 |
|
|
2024
Q3 | $10.1M | Buy |
102,987
+37,222
| +57% | +$3.65M | 1.87% | 11 |
|
|
2024
Q2 | $6.04M | Sell |
65,765
-10,310
| -14% | -$946K | 1.2% | 27 |
|
|
2024
Q1 | $7.2M | Buy |
76,075
+71,444
| +1,543% | +$6.76M | 1.33% | 21 |
|
|
2023
Q4 | $493K | Buy |
4,631
+5
| +0.1% | +$532 | 0.12% | 76 |
|
|
2023
Q3 | $492K | Sell |
4,626
-4,573
| -50% | -$486K | 0.15% | 69 |
|
|
2023
Q2 | $947K | Sell |
9,199
-114
| -1% | -$11.7K | 0.25% | 62 |
|
|
2023
Q1 | $991K | Buy |
+9,313
| New | +$991K | 0.3% | 46 |
|
|
2020
Q3 | $18.5M | Buy |
+113,430
| New | +$18.5M | 3.59% | 7 |
|