Panoramic Investment 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 | $2.02M | Sell |
22,915
-332
| -1% | -$29.3K | 1.24% | 24 |
|
|
2025
Q1 | $2.12M | Buy |
23,247
+1,279
| +6% | +$116K | 1.43% | 22 |
|
|
2024
Q4 | $1.92M | Sell |
21,968
-7,515
| -25% | -$656K | 1.25% | 25 |
|
|
2024
Q3 | $2.89M | Buy |
+29,483
| New | +$2.89M | 2% | 10 |
|
|
2024
Q1 | $3.19M | Buy |
33,726
+6,711
| +25% | +$635K | 2.35% | 11 |
|
|
2023
Q4 | $2.67M | Buy |
27,015
+9,353
| +53% | +$925K | 2.31% | 10 |
|
|
2023
Q3 | $1.57M | Buy |
+17,662
| New | +$1.57M | 1.44% | 19 |
|