Guardian Wealth Advisors (North Carolina)’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 | $37.5K | Hold |
425
| – | – | ﹤0.01% | 417 |
|
|
2025
Q1 | $38.7K | Sell |
425
-347
| -45% | -$31.6K | ﹤0.01% | 398 |
|
|
2024
Q4 | $67.4K | Buy |
772
+370
| +92% | +$32.3K | 0.01% | 351 |
|
|
2024
Q3 | $39.5K | Hold |
402
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $36.9K | Hold |
402
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $38.1K | Hold |
402
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $39.8K | Buy |
402
+400
| +20,000% | +$39.6K | 0.01% | 323 |
|
|
2023
Q3 | $191 | Hold |
2
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $222 | Hold |
2
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $229 | Hold |
2
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $199 | Hold |
2
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $0 | Sell |
2
-30
| -94% | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $4K | Buy |
32
+2
| +7% | +$250 | ﹤0.01% | 325 |
|
|
2022
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 232 |
|
|
2021
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 222 |
|