Lantern 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 | $792K | Buy |
+8,974
| New | +$792K | 0.47% | 60 |
|
|
2024
Q4 | $532K | Sell |
6,086
-338
| -5% | -$29.5K | 0.35% | 72 |
|
|
2024
Q3 | $630K | Buy |
6,424
+1,728
| +37% | +$170K | 0.44% | 57 |
|
|
2024
Q2 | $431K | Buy |
4,696
+786
| +20% | +$72.1K | 0.31% | 77 |
|
|
2024
Q1 | $370K | Sell |
3,910
-91
| -2% | -$8.61K | 0.26% | 88 |
|
|
2023
Q4 | $396K | Buy |
+4,001
| New | +$396K | 0.31% | 81 |
|