Prosperity Capital 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 |
-56,430
| Closed | -$4.93M | – | 368 |
|
|
2024
Q4 | $4.93M | Buy |
56,430
+11,436
| +25% | +$999K | 0.4% | 46 |
|
|
2024
Q3 | $4.41M | Sell |
44,994
-795
| -2% | -$78K | 0.38% | 52 |
|
|
2024
Q2 | $4.2M | Buy |
45,789
+14,104
| +45% | +$1.29M | 0.46% | 38 |
|
|
2024
Q1 | $3M | Sell |
31,685
-11,305
| -26% | -$1.07M | 0.35% | 49 |
|
|
2023
Q4 | $4.25M | Buy |
42,990
+5,318
| +14% | +$526K | 0.46% | 36 |
|
|
2023
Q3 | $3.34M | Buy |
+37,672
| New | +$3.34M | 0.44% | 36 |
|