Innova Wealth Partners’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 | – | Sell |
-4,239
| Closed | -$386K | – | 113 |
|
|
2025
Q1 | $386K | Sell |
4,239
-270
| -6% | -$24.6K | 0.24% | 60 |
|
|
2024
Q4 | $394K | Sell |
4,509
-99,521
| -96% | -$8.69M | 0.25% | 57 |
|
|
2024
Q3 | $10.2M | Buy |
104,030
+94,296
| +969% | +$9.25M | 8.4% | 2 |
|
|
2024
Q2 | $893K | Buy |
+9,734
| New | +$893K | 0.64% | 36 |
|
|
2024
Q1 | – | Sell |
-11,447
| Closed | -$1.13M | – | 78 |
|
|
2023
Q4 | $1.13M | Buy |
+11,447
| New | +$1.13M | 0.97% | 24 |
|
|
2023
Q1 | – | Sell |
-12,453
| Closed | -$1.24M | – | 55 |
|
|
2022
Q4 | $1.24M | Buy |
12,453
+8,870
| +248% | +$883K | 1.09% | 17 |
|
|
2022
Q3 | $367K | Sell |
3,583
-145
| -4% | -$14.9K | 0.33% | 30 |
|
|
2022
Q2 | $428K | Sell |
3,728
-9,719
| -72% | -$1.12M | 0.36% | 28 |
|
|
2022
Q1 | $1.78M | Sell |
13,447
-22,557
| -63% | -$2.98M | 1.28% | 17 |
|
|
2021
Q4 | $5.34M | Buy |
36,004
+13,043
| +57% | +$1.93M | 3.77% | 13 |
|
|
2021
Q3 | $3.31M | Buy |
+22,961
| New | +$3.31M | 2.63% | 17 |
|
|
2021
Q1 | – | Sell |
-4,846
| Closed | -$764K | – | 63 |
|
|
2020
Q4 | $764K | Buy |
+4,846
| New | +$764K | 0.71% | 31 |
|