Petra Financial 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 | $809K | Sell |
9,172
-92
| -1% | -$8.12K | 0.51% | 52 |
|
|
2025
Q1 | $843K | Sell |
9,264
-21
| -0.2% | -$1.91K | 0.69% | 35 |
|
|
2024
Q4 | $811K | Sell |
9,285
-132
| -1% | -$11.5K | 0.55% | 43 |
|
|
2024
Q3 | $924K | Hold |
9,417
| – | – | 0.61% | 44 |
|
|
2024
Q2 | $864K | Hold |
9,417
| – | – | 0.62% | 50 |
|
|
2024
Q1 | $891K | Sell |
9,417
-1,489
| -14% | -$141K | 0.65% | 44 |
|
|
2023
Q4 | $1.08M | Sell |
10,906
-2,282
| -17% | -$226K | 0.9% | 35 |
|
|
2023
Q3 | $1.17M | Sell |
13,188
-651
| -5% | -$57.7K | 0.98% | 32 |
|
|
2023
Q2 | $1.42M | Buy |
+13,839
| New | +$1.42M | 1.27% | 24 |
|
|
2023
Q1 | – | Sell |
-16,719
| Closed | -$1.66M | – | 99 |
|
|
2022
Q4 | $1.66M | Buy |
+16,719
| New | +$1.66M | 1.83% | 17 |
|