FSC Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
2,314
-73
| -3% | -$6.44K | 0.13% | 72 |
|
|
2025
Q1 | $217K | Buy |
2,387
+707
| +42% | +$64.4K | 0.14% | 61 |
|
|
2024
Q4 | $147K | Sell |
1,680
-433
| -20% | -$37.8K | 0.09% | 72 |
|
|
2024
Q3 | $207K | Buy |
2,113
+92
| +5% | +$9.03K | 0.15% | 64 |
|
|
2024
Q2 | $185K | Buy |
2,021
+68
| +3% | +$6.24K | 0.14% | 58 |
|
|
2024
Q1 | $185K | Buy |
1,953
+1,908
| +4,240% | +$181K | 0.13% | 56 |
|
|
2023
Q4 | $4.45K | Buy |
+45
| New | +$4.45K | ﹤0.01% | 247 |
|
|
2022
Q4 | – | Sell |
-254
| Closed | -$26K | – | 212 |
|
|
2022
Q3 | $26K | Buy |
+254
| New | +$26K | 0.25% | 69 |
|