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Pacific Capital Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$2.88K Sell
2024
Q3 		$73.2K Buy
2024
Q2 		$3.58K Hold
2024
Q1 		$3.69K Hold
2023
Q4 		$3.86K Buy
2020
Q4 		– Sell
2020
Q3 		$373K Buy
2020
Q2 		– Sell
2020
Q1 		$350K Sell
2019
Q4 		$1.86M Buy