IA
IFP 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 | $19.9M | Buy |
225,893
+177,767
| +369% | +$15.7M | 0.57% | 34 |
|
|
2025
Q1 | $4.38M | Buy |
48,126
+10,329
| +27% | +$940K | 0.14% | 164 |
|
|
2024
Q4 | $3.3M | Buy |
37,797
+5,928
| +19% | +$518K | 0.11% | 205 |
|
|
2024
Q3 | $3.13M | Sell |
31,869
-223,994
| -88% | -$22M | 0.11% | 198 |
|
|
2024
Q2 | $23.5M | Sell |
255,863
-88,293
| -26% | -$8.1M | 0.93% | 14 |
|
|
2024
Q1 | $32.6M | Buy |
344,156
+15,417
| +5% | +$1.46M | 1.43% | 4 |
|
|
2023
Q4 | $32.5M | Buy |
328,739
+148,731
| +83% | +$14.7M | 1.53% | 4 |
|
|
2023
Q3 | $16M | Sell |
180,008
-114,399
| -39% | -$10.1M | 0.72% | 27 |
|
|
2023
Q2 | $30.3M | Buy |
294,407
+126,093
| +75% | +$13M | 1.27% | 5 |
|
|
2023
Q1 | $21.3M | Buy |
168,314
+145,867
| +650% | +$18.4M | 0.93% | 12 |
|
|
2022
Q4 | $2.87M | Sell |
22,447
-27,725
| -55% | -$3.54M | 0.08% | 271 |
|
|
2022
Q3 | $6.4M | Buy |
50,172
+7,943
| +19% | +$1.01M | 0.17% | 120 |
|
|
2022
Q2 | $5.38M | Hold |
42,229
| – | – | 0.17% | 127 |
|
|
2022
Q1 | $5.38M | Sell |
42,229
-102,100
| -71% | -$13M | 0.17% | 127 |
|
|
2021
Q4 | $21.4M | Buy |
144,329
+12,406
| +9% | +$1.84M | 0.42% | 27 |
|
|
2021
Q3 | $19.1M | Buy |
131,923
+131,192
| +17,947% | +$19M | 0.38% | 28 |
|
|
2021
Q2 | $100K | Sell |
731
-11
| -1% | -$1.51K | ﹤0.01% | 1245 |
|
|
2021
Q1 | $101K | Sell |
742
-10,302
| -93% | -$1.4M | ﹤0.01% | 1175 |
|
|
2020
Q4 | $1.73M | Sell |
11,044
-62,495
| -85% | -$9.8M | 0.07% | 233 |
|
|
2020
Q3 | $12M | Buy |
73,539
+14,736
| +25% | +$2.4M | 0.71% | 22 |
|
|
2020
Q2 | $9.66M | Buy |
58,803
+16,464
| +39% | +$2.7M | 0.77% | 20 |
|
|
2020
Q1 | $6.91M | Sell |
42,339
-2,599
| -6% | -$424K | 0.7% | 24 |
|
|
2019
Q4 | $6.17M | Sell |
44,938
-1,819
| -4% | -$250K | 0.46% | 37 |
|
|
2019
Q3 | $6.68M | Buy |
+46,757
| New | +$6.68M | 0.45% | 47 |
|
|
2019
Q1 | $2.16M | Sell |
17,080
-27,843
| -62% | -$3.52M | 0.3% | 80 |
|
|
2018
Q4 | $5.44M | Sell |
44,923
-7,730
| -15% | -$936K | 0.33% | 64 |
|
|
2018
Q3 | $6.18M | Buy |
52,653
+20,287
| +63% | +$2.38M | 0.25% | 84 |
|
|
2018
Q2 | $3.94M | Buy |
32,366
+8,688
| +37% | +$1.06M | 0.17% | 144 |
|
|
2018
Q1 | $3M | Hold |
23,678
| – | – | 0.14% | 171 |
|
|
2017
Q4 | $3M | Buy |
23,678
+257
| +1% | +$32.6K | 0.14% | 170 |
|
|
2017
Q3 | $2.92M | Buy |
+23,421
| New | +$2.92M | 0.12% | 193 |
|
|
2017
Q2 | – | Sell |
-26,582
| Closed | -$3.21M | – | 4170 |
|
|
2017
Q1 | $3.21M | Sell |
26,582
-590
| -2% | -$71.2K | 0.14% | 164 |
|
|
2016
Q4 | $3.24M | Sell |
27,172
-16,486
| -38% | -$1.96M | 0.16% | 148 |
|
|
2016
Q3 | $6M | Sell |
43,658
-19,335
| -31% | -$2.66M | 0.31% | 61 |
|
|
2016
Q2 | $8.75M | Buy |
62,993
+45,913
| +269% | +$6.38M | 0.49% | 36 |
|
|
2016
Q1 | $2.16M | Buy |
17,080
+1,345
| +9% | +$170K | 0.3% | 80 |
|
|
2015
Q4 | $1.9M | Buy |
+15,735
| New | +$1.9M | 0.13% | 170 |
|