LFASL
Lugano Financial Advisors SA (LFA)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
120
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $10.9K | Hold |
120
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $10.5K | Sell |
120
-25
| -17% | -$2.18K | 0.01% | 185 |
|
|
2024
Q3 | $14.2K | Hold |
145
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $13.3K | Buy |
+145
| New | +$13.3K | 0.01% | 161 |
|
|
2019
Q1 | – | Sell |
-215
| Closed | -$25K | – | 173 |
|
|
2018
Q4 | $25K | Hold |
215
| – | – | 0.02% | 146 |
|
|
2018
Q3 | $25K | Sell |
215
-300
| -58% | -$34.9K | 0.02% | 146 |
|
|
2018
Q2 | $62K | Buy |
+515
| New | +$62K | 0.06% | 95 |
|