LGT Financial 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 | $967K | Buy |
10,954
+1,234
| +13% | +$109K | 2.45% | 11 |
|
|
2025
Q1 | $885K | Buy |
9,720
+839
| +9% | +$76.4K | 2.7% | 11 |
|
|
2024
Q4 | $776K | Buy |
8,881
+729
| +9% | +$63.7K | 1.72% | 12 |
|
|
2024
Q3 | $800K | Buy |
8,152
+1,714
| +27% | +$168K | 1.97% | 11 |
|
|
2024
Q2 | $591K | Buy |
6,438
+1,108
| +21% | +$102K | 1.25% | 17 |
|
|
2024
Q1 | $504K | Buy |
5,330
+1,603
| +43% | +$152K | 0.59% | 31 |
|
|
2023
Q4 | $369K | Buy |
3,727
+1,921
| +106% | +$190K | 0.45% | 47 |
|
|
2023
Q3 | $160K | Buy |
1,806
+1,073
| +146% | +$95.2K | 0.2% | 110 |
|
|
2023
Q2 | $75.4K | Buy |
+733
| New | +$75.4K | 0.08% | 145 |
|
|
2023
Q1 | – | Sell |
-93
| Closed | -$9.21K | – | 189 |
|
|
2022
Q4 | $9.21K | Buy |
+93
| New | +$9.21K | 0.01% | 159 |
|