Oxinas Partners Wealth Management’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
Sell
-40,483
Closed -$3.69M 130
2025
Q1
$3.69M Buy
+40,483
New +$3.69M 2.18% 13
2024
Q4
Sell
-50,764
Closed -$4.98M 126
2024
Q3
$4.98M Buy
+50,764
New +$4.98M 3.05% 6
2022
Q2
Sell
-2,019
Closed -$267K 118
2022
Q1
$267K Sell
2,019
-6,834
-77% -$904K 0.17% 94
2021
Q4
$1.31M Buy
+8,853
New +$1.31M 0.75% 37