HCR 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 | $424K | Buy |
4,804
+50
| +1% | +$4.41K | 0.05% | 159 |
|
|
2025
Q1 | $433K | Sell |
4,754
-36,215
| -88% | -$3.3M | 0.06% | 152 |
|
|
2024
Q4 | $3.58M | Sell |
40,969
-6,201
| -13% | -$542K | 0.45% | 35 |
|
|
2024
Q3 | $4.63M | Buy |
47,170
+608
| +1% | +$59.6K | 0.61% | 24 |
|
|
2024
Q2 | $4.27M | Buy |
46,562
+423
| +0.9% | +$38.8K | 0.61% | 23 |
|
|
2024
Q1 | $4.37M | Sell |
46,139
-612
| -1% | -$57.9K | 0.66% | 24 |
|
|
2023
Q4 | $4.62M | Sell |
46,751
-11,230
| -19% | -$1.11M | 0.73% | 22 |
|
|
2023
Q3 | $5.14M | Sell |
57,981
-8,770
| -13% | -$778K | 1.13% | 12 |
|
|
2023
Q2 | $6.87M | Sell |
66,751
-1,160
| -2% | -$119K | 1.27% | 14 |
|
|
2023
Q1 | $7.22M | Buy |
67,911
+8,272
| +14% | +$880K | 1.43% | 11 |
|
|
2022
Q4 | $5.94M | Sell |
59,639
-7,723
| -11% | -$769K | 1.25% | 13 |
|
|
2022
Q3 | $6.9M | Buy |
67,362
+8,359
| +14% | +$856K | 1.47% | 12 |
|
|
2022
Q2 | $6.78M | Buy |
59,003
+4,577
| +8% | +$526K | 1.36% | 10 |
|
|
2022
Q1 | $7.19M | Buy |
+54,426
| New | +$7.19M | 1.18% | 12 |
|
|
2021
Q1 | – | Sell |
-9,382
| Closed | -$1.48M | – | 265 |
|
|
2020
Q4 | $1.48M | Sell |
9,382
-87,242
| -90% | -$13.7M | 0.31% | 65 |
|
|
2020
Q3 | $15.7M | Buy |
96,624
+1,144
| +1% | +$186K | 3.59% | 5 |
|
|
2020
Q2 | $15.6M | Sell |
95,480
-87,954
| -48% | -$14.3M | 3.65% | 5 |
|
|
2020
Q1 | $30.2M | Sell |
183,434
-13,564
| -7% | -$2.23M | 8.65% | 2 |
|
|
2019
Q4 | $26.7M | Buy |
196,998
+4,960
| +3% | +$672K | 6.48% | 4 |
|
|
2019
Q3 | $27.4M | Buy |
192,038
+4,728
| +3% | +$674K | 9.09% | 3 |
|
|
2019
Q2 | $24.9M | Buy |
187,310
+16,597
| +10% | +$2.2M | 7.07% | 4 |
|
|
2019
Q1 | $21.5M | Buy |
170,713
+141,557
| +486% | +$17.8M | 6.18% | 2 |
|
|
2018
Q4 | $3.54M | Buy |
29,156
+27,012
| +1,260% | +$3.28M | 1.14% | 13 |
|
|
2018
Q3 | $245K | Sell |
2,144
-678
| -24% | -$77.5K | 0.08% | 135 |
|
|
2018
Q2 | $347K | Sell |
2,822
-718
| -20% | -$88.3K | 0.11% | 126 |
|
|
2018
Q1 | $439K | Buy |
3,540
+109
| +3% | +$13.5K | 0.15% | 114 |
|
|
2017
Q4 | $436K | Buy |
3,431
+981
| +40% | +$125K | 0.15% | 114 |
|
|
2017
Q3 | $301K | Buy |
2,450
+724
| +42% | +$88.9K | 0.13% | 129 |
|
|
2017
Q2 | $214K | Sell |
1,726
-45
| -3% | -$5.58K | 0.11% | 131 |
|
|
2017
Q1 | $213K | Sell |
1,771
-1,000
| -36% | -$120K | 0.11% | 138 |
|
|
2016
Q4 | $330K | Buy |
+2,771
| New | +$330K | 0.17% | 105 |
|