Lido 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 | $9.47M | Buy |
107,351
+12,954
| +14% | +$1.14M | 0.04% | 246 |
|
2025
Q1 | $8.59M | Buy |
94,397
+90,351
| +2,233% | +$8.22M | 0.04% | 240 |
|
2024
Q4 | $353K | Sell |
4,046
-169
| -4% | -$14.8K | ﹤0.01% | 1044 |
|
2024
Q3 | $414K | Sell |
4,215
-1,226
| -23% | -$120K | ﹤0.01% | 917 |
|
2024
Q2 | $499K | Buy |
5,441
+512
| +10% | +$47K | ﹤0.01% | 838 |
|
2024
Q1 | $466K | Sell |
4,929
-2,625
| -35% | -$248K | ﹤0.01% | 843 |
|
2023
Q4 | $747K | Buy |
7,554
+196
| +3% | +$19.4K | 0.01% | 653 |
|
2023
Q3 | $653K | Buy |
7,358
+225
| +3% | +$20K | 0.01% | 605 |
|
2023
Q2 | $734K | Buy |
7,133
+1,319
| +23% | +$136K | 0.01% | 560 |
|
2023
Q1 | $618K | Buy |
5,814
+500
| +9% | +$53.2K | 0.01% | 547 |
|
2022
Q4 | $529K | Sell |
5,314
-701
| -12% | -$69.8K | 0.01% | 514 |
|
2022
Q3 | $616K | Sell |
6,015
-5,268
| -47% | -$539K | 0.01% | 442 |
|
2022
Q2 | $1.3M | Buy |
11,283
+5,393
| +92% | +$619K | 0.02% | 265 |
|
2022
Q1 | $777K | Buy |
5,890
+2,568
| +77% | +$339K | 0.01% | 405 |
|
2021
Q4 | $492K | Buy |
3,322
+594
| +22% | +$88K | 0.01% | 541 |
|
2021
Q3 | $393K | Buy |
2,728
+1,003
| +58% | +$144K | 0.01% | 582 |
|
2021
Q2 | $249K | Buy |
+1,725
| New | +$249K | ﹤0.01% | 686 |
|