Petra Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
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2025
Q1 | $843K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $924K | Hold |
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|
2024
Q2 | $864K | Hold |
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|
2024
Q1 | $891K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.66M | Buy |
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