PIA
Perennial Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
141,264
+62,292
| +79% | +$5.5M | 1.2% | 17 |
|
|
2025
Q1 | $7.19M | Buy |
78,972
+73,469
| +1,335% | +$6.69M | 0.81% | 28 |
|
|
2024
Q4 | $481K | Sell |
5,503
-137
| -2% | -$12K | 0.06% | 230 |
|
|
2024
Q3 | $553K | Sell |
5,640
-2,936
| -34% | -$288K | 0.07% | 201 |
|
|
2024
Q2 | $787K | Buy |
8,576
+6,110
| +248% | +$561K | 0.11% | 152 |
|
|
2024
Q1 | $233K | Sell |
2,466
-521
| -17% | -$49.3K | 0.04% | 290 |
|
|
2023
Q4 | $295K | Buy |
2,987
+211
| +8% | +$20.9K | 0.05% | 245 |
|
|
2023
Q3 | $246K | Buy |
+2,776
| New | +$246K | 0.04% | 259 |
|