Prospera Financial Services’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 | $14.1M | Sell |
159,362
-12,914
| -7% | -$1.14M | 0.26% | 84 |
|
|
2025
Q1 | $15.7M | Sell |
172,276
-7,047
| -4% | -$642K | 0.36% | 63 |
|
|
2024
Q4 | $15.7M | Sell |
179,323
-60,274
| -25% | -$5.26M | 0.36% | 60 |
|
|
2024
Q3 | $23.5M | Buy |
239,597
+32,327
| +16% | +$3.17M | 0.6% | 30 |
|
|
2024
Q2 | $19M | Buy |
207,270
+29,458
| +17% | +$2.7M | 0.53% | 36 |
|
|
2024
Q1 | $16.8M | Buy |
177,812
+388
| +0.2% | +$36.7K | 0.5% | 33 |
|
|
2023
Q4 | $17.5M | Sell |
177,424
-775
| -0.4% | -$76.6K | 0.58% | 31 |
|
|
2023
Q3 | $15.8M | Buy |
178,199
+17,507
| +11% | +$1.55M | 0.61% | 29 |
|
|
2023
Q2 | $16.5M | Buy |
160,692
+71,549
| +80% | +$7.37M | 0.63% | 25 |
|
|
2023
Q1 | $9.48M | Buy |
89,143
+5,986
| +7% | +$637K | 0.39% | 45 |
|
|
2022
Q4 | $8.28M | Buy |
83,157
+64,773
| +352% | +$6.45M | 0.41% | 51 |
|
|
2022
Q3 | $1.88M | Buy |
18,384
+9,540
| +108% | +$978K | 0.1% | 238 |
|
|
2022
Q2 | $1.02M | Buy |
8,844
+7,567
| +593% | +$869K | 0.05% | 370 |
|
|
2022
Q1 | $169K | Buy |
+1,277
| New | +$169K | 0.01% | 932 |
|
|
2020
Q4 | – | Sell |
-922
| Closed | -$151K | – | 1490 |
|
|
2020
Q3 | $151K | Sell |
922
-614
| -40% | -$101K | 0.06% | 302 |
|
|
2020
Q2 | $252K | Sell |
1,536
-4,893
| -76% | -$803K | 0.02% | 489 |
|
|
2020
Q1 | $1.06M | Buy |
6,429
+4,185
| +186% | +$691K | 0.11% | 199 |
|
|
2019
Q4 | $304K | Sell |
2,244
-109
| -5% | -$14.8K | 0.02% | 481 |
|
|
2019
Q3 | $337K | Sell |
2,353
-3,546
| -60% | -$508K | 0.03% | 405 |
|
|
2019
Q2 | $781K | Buy |
5,899
+2,904
| +97% | +$384K | 0.09% | 204 |
|
|
2019
Q1 | $370K | Sell |
2,995
-1,854
| -38% | -$229K | 0.12% | 220 |
|
|
2018
Q4 | $592K | Buy |
+4,849
| New | +$592K | 0.12% | 172 |
|
|
2017
Q4 | – | Sell |
-3,728
| Closed | -$464K | – | 445 |
|
|
2017
Q3 | $464K | Sell |
3,728
-3,485
| -48% | -$434K | 0.07% | 252 |
|
|
2017
Q2 | $891K | Buy |
+7,213
| New | +$891K | 0.14% | 140 |
|
|
2016
Q4 | – | Sell |
-16,792
| Closed | -$2.31M | – | 413 |
|
|
2016
Q3 | $2.31M | Buy |
16,792
+4,788
| +40% | +$658K | 0.46% | 39 |
|
|
2016
Q2 | $1.67M | Buy |
12,004
+2,037
| +20% | +$283K | 0.34% | 56 |
|
|
2016
Q1 | $1.3M | Buy |
+9,967
| New | +$1.3M | 0.29% | 58 |
|
|
2015
Q2 | – | Sell |
-10,394
| Closed | -$1.36M | – | 335 |
|
|
2015
Q1 | $1.36M | Sell |
10,394
-344
| -3% | -$44.9K | 0.3% | 52 |
|
|
2014
Q4 | $1.35M | Buy |
10,738
+3,953
| +58% | +$498K | 0.34% | 50 |
|
|
2014
Q3 | $789K | Buy |
6,785
+4,775
| +238% | +$555K | 0.21% | 74 |
|
|
2014
Q2 | $228K | Sell |
2,010
-106
| -5% | -$12K | 0.06% | 238 |
|
|
2014
Q1 | $231K | Buy |
+2,116
| New | +$231K | 0.07% | 204 |
|