LexAurum 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
Q1 | – | Sell |
-9,424
| Closed | -$823K | – | 361 |
|
|
2024
Q4 | $823K | Buy |
9,424
+4,804
| +104% | +$420K | 0.16% | 121 |
|
|
2024
Q3 | $453K | Sell |
4,620
-9,092
| -66% | -$892K | 0.1% | 178 |
|
|
2024
Q2 | $1.26M | Buy |
13,712
+3,182
| +30% | +$292K | 0.31% | 73 |
|
|
2024
Q1 | $996K | Sell |
10,530
-795
| -7% | -$75.2K | 0.25% | 87 |
|
|
2023
Q4 | $1.12M | Sell |
11,325
-435
| -4% | -$43K | 0.29% | 76 |
|
|
2023
Q3 | $1.04M | Buy |
11,760
+8,539
| +265% | +$757K | 0.3% | 72 |
|
|
2023
Q2 | $332K | Buy |
+3,221
| New | +$332K | 0.1% | 179 |
|