Kingswood 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 | $2.15M | Sell |
24,330
-12,905
| -35% | -$1.14M | 0.17% | 130 |
|
|
2025
Q1 | $3.39M | Buy |
37,235
+25,313
| +212% | +$2.3M | 0.31% | 73 |
|
|
2024
Q4 | $1.04M | Sell |
11,922
-24,749
| -67% | -$2.16M | 0.08% | 265 |
|
|
2024
Q3 | $3.6M | Buy |
36,671
+17,992
| +96% | +$1.76M | 0.26% | 90 |
|
|
2024
Q2 | $1.71M | Buy |
18,679
+15,626
| +512% | +$1.43M | 0.15% | 133 |
|
|
2024
Q1 | $289K | Sell |
3,053
-982
| -24% | -$92.9K | 0.03% | 490 |
|
|
2023
Q4 | $399K | Buy |
4,035
+1,453
| +56% | +$144K | 0.05% | 398 |
|
|
2023
Q3 | $229K | Buy |
+2,582
| New | +$229K | 0.04% | 364 |
|