Meridian Wealth 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 | $423K | Buy |
4,793
+2,579
| +116% | +$228K | 0.07% | 131 |
|
|
2025
Q1 | $202K | Buy |
+2,214
| New | +$202K | 0.03% | 165 |
|
|
2024
Q4 | – | Sell |
-5,427
| Closed | -$532K | – | 181 |
|
|
2024
Q3 | $532K | Buy |
5,427
+1,770
| +48% | +$174K | 0.09% | 113 |
|
|
2024
Q2 | $336K | Buy |
3,657
+38
| +1% | +$3.49K | 0.06% | 138 |
|
|
2024
Q1 | $342K | Sell |
3,619
-262
| -7% | -$24.8K | 0.06% | 141 |
|
|
2023
Q4 | $384K | Buy |
3,881
+30
| +0.8% | +$2.97K | 0.08% | 124 |
|
|
2023
Q3 | $342K | Sell |
3,851
-977
| -20% | -$86.6K | 0.09% | 129 |
|
|
2023
Q2 | $497K | Buy |
4,828
+26
| +0.5% | +$2.68K | 0.12% | 109 |
|
|
2023
Q1 | $511K | Buy |
4,802
+528
| +12% | +$56.2K | 0.13% | 113 |
|
|
2022
Q4 | $425K | Sell |
4,274
-2,484
| -37% | -$247K | 0.11% | 123 |
|
|
2022
Q3 | $692K | Sell |
6,758
-4,478
| -40% | -$459K | 0.19% | 91 |
|
|
2022
Q2 | $1.29M | Sell |
11,236
-18
| -0.2% | -$2.07K | 0.34% | 67 |
|
|
2022
Q1 | $1.49M | Sell |
11,254
-804
| -7% | -$106K | 0.34% | 67 |
|
|
2021
Q4 | $1.79M | Sell |
12,058
-34
| -0.3% | -$5.04K | 0.43% | 60 |
|
|
2021
Q3 | $1.75M | Sell |
12,092
-44
| -0.4% | -$6.35K | 0.49% | 55 |
|
|
2021
Q2 | $1.75M | Buy |
12,136
+4,325
| +55% | +$624K | 0.5% | 56 |
|
|
2021
Q1 | $1.06M | Sell |
7,811
-2,294
| -23% | -$311K | 0.35% | 65 |
|
|
2020
Q4 | $1.59M | Sell |
10,105
-17
| -0.2% | -$2.68K | 0.58% | 44 |
|
|
2020
Q3 | $1.65M | Buy |
10,122
+472
| +5% | +$77.1K | 0.71% | 32 |
|
|
2020
Q2 | $1.58M | Sell |
9,650
-35
| -0.4% | -$5.74K | 0.73% | 29 |
|
|
2020
Q1 | $1.6M | Sell |
9,685
-23,775
| -71% | -$3.92M | 0.88% | 25 |
|
|
2019
Q4 | $4.53M | Buy |
33,460
+4,119
| +14% | +$558K | 1.79% | 12 |
|
|
2019
Q3 | $4.2M | Buy |
+29,341
| New | +$4.2M | 1.8% | 12 |
|