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