Realta 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 | $328K | Sell |
3,714
-4,463
| -55% | -$394K | 0.13% | 137 |
|
|
2025
Q1 | $744K | Buy |
8,177
+72
| +0.9% | +$6.55K | 0.34% | 71 |
|
|
2024
Q4 | $708K | Buy |
8,105
+3,605
| +80% | +$315K | 0.29% | 74 |
|
|
2024
Q3 | $422K | Sell |
4,500
-506
| -10% | -$47.4K | 0.19% | 117 |
|
|
2024
Q2 | $459K | Buy |
5,006
+4,326
| +636% | +$397K | 0.09% | 241 |
|
|
2024
Q1 | $64.3K | Buy |
+680
| New | +$64.3K | 0.01% | 530 |
|
|
2023
Q4 | – | Sell |
-541
| Closed | -$55.7K | – | 769 |
|
|
2023
Q3 | $55.7K | Hold |
541
| – | – | 0.01% | 522 |
|
|
2023
Q2 | $55.7K | Buy |
+541
| New | +$55.7K | 0.01% | 548 |
|
|
2023
Q1 | – | Sell |
-467
| Closed | -$46.5K | – | 786 |
|
|
2022
Q4 | $46.5K | Buy |
467
+131
| +39% | +$13K | 0.01% | 553 |
|
|
2022
Q3 | $34K | Buy |
+336
| New | +$34K | 0.01% | 566 |
|
|
2020
Q1 | – | Sell |
-336
| Closed | -$47K | – | 1279 |
|
|
2019
Q4 | $47K | Buy |
336
+130
| +63% | +$18.2K | 0.01% | 684 |
|
|
2019
Q3 | $30K | Sell |
206
-691
| -77% | -$101K | 0.01% | 805 |
|
|
2019
Q2 | $119K | Buy |
897
+278
| +45% | +$36.9K | 0.03% | 457 |
|
|
2019
Q1 | $79K | Buy |
+619
| New | +$79K | 0.04% | 445 |
|