RIA Advisory Group’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
$289K Sell
3,275
-1,528
-32% -$135K 0.09% 98
2025
Q1
$437K Sell
4,803
-37,575
-89% -$3.42M 0.14% 86
2024
Q4
$3.7M Sell
42,378
-82,119
-66% -$7.17M 1.26% 17
2024
Q3
$12.2M Buy
+124,497
New +$12.2M 4.31% 5
2024
Q1
$7.91M Buy
+83,549
New +$7.91M 3.2% 5