LifePlan Investment 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 |
-5,437
| Closed | -$475K | – | 104 |
|
|
2024
Q4 | $475K | Sell |
5,437
-348
| -6% | -$30.4K | 0.29% | 63 |
|
|
2024
Q3 | $568K | Sell |
5,785
-169
| -3% | -$16.6K | 0.36% | 51 |
|
|
2024
Q2 | $546K | Buy |
5,954
+478
| +9% | +$43.9K | 0.39% | 53 |
|
|
2024
Q1 | $518K | Sell |
5,476
-722
| -12% | -$68.3K | 0.41% | 49 |
|
|
2023
Q4 | $613K | Buy |
6,198
+903
| +17% | +$89.3K | 0.56% | 37 |
|
|
2023
Q3 | $470K | Buy |
+5,295
| New | +$470K | 0.5% | 39 |
|