Pacific Capital 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
Q1 | – | Sell |
-33
| Closed | -$2.88K | – | 346 |
|
|
2024
Q4 | $2.88K | Sell |
33
-713
| -96% | -$62.3K | ﹤0.01% | 334 |
|
|
2024
Q3 | $73.2K | Buy |
746
+707
| +1,813% | +$69.4K | 0.01% | 129 |
|
|
2024
Q2 | $3.58K | Hold |
39
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $3.69K | Hold |
39
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $3.86K | Buy |
+39
| New | +$3.86K | ﹤0.01% | 262 |
|
|
2020
Q4 | – | Sell |
-2,284
| Closed | -$373K | – | 180 |
|
|
2020
Q3 | $373K | Buy |
+2,284
| New | +$373K | 0.22% | 54 |
|
|
2020
Q2 | – | Sell |
-2,120
| Closed | -$350K | – | 56 |
|
|
2020
Q1 | $350K | Sell |
2,120
-11,620
| -85% | -$1.92M | 0.26% | 49 |
|
|
2019
Q4 | $1.86M | Buy |
+13,740
| New | +$1.86M | 1.24% | 28 |
|