Lifeworks 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 | $903K | Sell |
10,228
-3,483
| -25% | -$307K | 0.13% | 137 |
|
|
2025
Q1 | $1.25M | Sell |
13,711
-5,401
| -28% | -$492K | 0.21% | 108 |
|
|
2024
Q4 | $1.67M | Buy |
19,112
+4,512
| +31% | +$394K | 0.3% | 89 |
|
|
2024
Q3 | $1.43M | Buy |
14,600
+7,595
| +108% | +$745K | 0.28% | 96 |
|
|
2024
Q2 | $643K | Sell |
7,005
-2,524
| -26% | -$232K | 0.18% | 116 |
|
|
2024
Q1 | $902K | Buy |
9,529
+3,928
| +70% | +$372K | 0.25% | 93 |
|
|
2023
Q4 | $554K | Buy |
+5,601
| New | +$554K | 0.19% | 110 |
|