Moser 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 | $2.19M | Sell |
24,765
-330
| -1% | -$29.1K | 1.05% | 22 |
|
|
2025
Q1 | $2.28M | Sell |
25,095
-55
| -0.2% | -$5.01K | 1.2% | 23 |
|
|
2024
Q4 | $2.2M | Sell |
25,150
-320
| -1% | -$27.9K | 1.14% | 22 |
|
|
2024
Q3 | $2.5M | Buy |
25,470
+2,809
| +12% | +$276K | 1.3% | 21 |
|
|
2024
Q2 | $2.08M | Buy |
22,661
+136
| +0.6% | +$12.5K | 1.13% | 23 |
|
|
2024
Q1 | $2.13M | Buy |
22,525
+1,510
| +7% | +$143K | 1.19% | 22 |
|
|
2023
Q4 | $2.08M | Sell |
21,015
-1,405
| -6% | -$139K | 1.33% | 20 |
|
|
2023
Q3 | $1.99M | Sell |
22,420
-745
| -3% | -$66.1K | 1.4% | 21 |
|
|
2023
Q2 | $2.38M | Buy |
+23,165
| New | +$2.38M | 1.6% | 16 |
|
|
2022
Q4 | $2.34M | Sell |
23,495
-3,045
| -11% | -$303K | 1.76% | 15 |
|
|
2022
Q3 | $2.72M | Sell |
26,540
-300
| -1% | -$30.7K | 2.13% | 12 |
|
|
2022
Q2 | $3.08M | Sell |
26,840
-403
| -1% | -$46.3K | 2.29% | 12 |
|
|
2022
Q1 | $3.6M | Buy |
27,243
+690
| +3% | +$91.1K | 2.25% | 12 |
|
|
2021
Q4 | $3.94M | Sell |
26,553
-450
| -2% | -$66.7K | 2.38% | 11 |
|
|
2021
Q3 | $3.9M | Buy |
27,003
+273
| +1% | +$39.4K | 2.49% | 11 |
|
|
2021
Q2 | $3.86M | Buy |
26,730
+1,950
| +8% | +$281K | 2.48% | 11 |
|
|
2021
Q1 | $3.36M | Buy |
24,780
+2,870
| +13% | +$389K | 2.36% | 12 |
|
|
2020
Q4 | $3.46M | Buy |
21,910
+1,260
| +6% | +$199K | 2.55% | 11 |
|
|
2020
Q3 | $3.37M | Buy |
20,650
+11,150
| +117% | +$1.82M | 2.68% | 11 |
|
|
2020
Q2 | $1.56M | Buy |
+9,500
| New | +$1.56M | 1.49% | 15 |
|