Pinion 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
Q1 | – | Sell |
-2,869
| Closed | -$251K | – | 159 |
|
|
2024
Q4 | $251K | Sell |
2,869
-421
| -13% | -$36.8K | 0.1% | 136 |
|
|
2024
Q3 | $323K | Buy |
+3,290
| New | +$323K | 0.14% | 124 |
|
|
2022
Q1 | – | Sell |
-1,521
| Closed | -$225K | – | 175 |
|
|
2021
Q4 | $225K | Sell |
1,521
-113
| -7% | -$16.7K | 0.15% | 148 |
|
|
2021
Q3 | $236K | Buy |
+1,634
| New | +$236K | 0.19% | 141 |
|