FIA
FPC Investment Advisory’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 | $9.63M | Buy |
110,236
+2,706
| +3% | +$236K | 6.02% | 5 |
|
|
2025
Q1 | $9.38M | Buy |
107,530
+15,103
| +16% | +$1.32M | 6.44% | 5 |
|
|
2024
Q4 | $8.11M | Sell |
92,427
-11,730
| -11% | -$1.03M | 5.93% | 7 |
|
|
2024
Q3 | $9.88M | Buy |
104,157
+2,017
| +2% | +$191K | 8.38% | 4 |
|
|
2024
Q2 | $9.62M | Buy |
102,140
+5,489
| +6% | +$517K | 8.66% | 4 |
|
|
2024
Q1 | $8.54M | Buy |
+96,651
| New | +$8.54M | 8.42% | 3 |
|