Prime Capital 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 | $1.47M | Sell |
16,705
-11,504
| -41% | -$1.02M | 0.02% | 387 |
|
2025
Q1 | $2.57M | Buy |
28,209
+1,221
| +5% | +$111K | 0.03% | 320 |
|
2024
Q4 | $2.36M | Buy |
26,988
+180
| +0.7% | +$15.7K | 0.03% | 285 |
|
2024
Q3 | $2.63M | Sell |
26,808
-1,151
| -4% | -$113K | 0.04% | 277 |
|
2024
Q2 | $2.57M | Sell |
27,959
-1,366
| -5% | -$125K | 0.04% | 281 |
|
2024
Q1 | $2.77M | Sell |
29,325
-4,814
| -14% | -$456K | 0.04% | 291 |
|
2023
Q4 | $3.38M | Buy |
34,139
+26,798
| +365% | +$2.65M | 0.05% | 254 |
|
2023
Q3 | $651K | Buy |
7,341
+2,820
| +62% | +$250K | 0.01% | 419 |
|
2023
Q2 | $465K | Buy |
+4,521
| New | +$465K | 0.01% | 497 |
|
2023
Q1 | – | Sell |
-4,455
| Closed | -$444K | – | 643 |
|
2022
Q4 | $444K | Buy |
+4,455
| New | +$444K | 0.02% | 348 |
|
2020
Q4 | – | Sell |
-3,812
| Closed | -$622K | – | 488 |
|
2020
Q3 | $622K | Buy |
3,812
+571
| +18% | +$93.2K | 0.05% | 175 |
|
2020
Q2 | $531K | Buy |
3,241
+2,838
| +704% | +$465K | 0.05% | 174 |
|
2020
Q1 | $66K | Sell |
403
-19
| -5% | -$3.11K | 0.01% | 266 |
|
2019
Q4 | $57K | Buy |
+422
| New | +$57K | 0.01% | 297 |
|