Independent Advisor Alliance’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 | $3.04M | Buy |
34,412
+1,839
| +6% | +$162K | 0.09% | 202 |
|
|
2025
Q1 | $2.97M | Sell |
32,573
-111,661
| -77% | -$10.2M | 0.1% | 191 |
|
|
2024
Q4 | $12.6M | Buy |
144,234
+113,008
| +362% | +$9.87M | 0.17% | 135 |
|
|
2024
Q3 | $3.06M | Buy |
31,226
+811
| +3% | +$79.6K | 0.11% | 161 |
|
|
2024
Q2 | $2.79M | Buy |
+30,415
| New | +$2.79M | 0.1% | 174 |
|
|
2020
Q1 | – | Sell |
-17,451
| Closed | -$2.36M | – | 796 |
|
|
2019
Q4 | $2.36M | Buy |
+17,451
| New | +$2.36M | 0.1% | 211 |
|