Semmax Financial 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 | $3.07K | Sell |
35
-86
| -71% | -$7.55K | ﹤0.01% | 325 |
|
|
2025
Q1 | $10.5K | Sell |
121
-3,882
| -97% | -$338K | ﹤0.01% | 231 |
|
|
2024
Q4 | $355K | Sell |
4,003
-33,067
| -89% | -$2.93M | 0.09% | 114 |
|
|
2024
Q3 | $3.36M | Buy |
37,070
+1,536
| +4% | +$139K | 0.92% | 44 |
|
|
2024
Q2 | $3.46M | Buy |
35,534
+3,732
| +12% | +$363K | 1.04% | 42 |
|
|
2024
Q1 | $2.87M | Buy |
31,802
+1,885
| +6% | +$170K | 0.95% | 49 |
|
|
2023
Q4 | $2.76M | Buy |
29,917
+29,695
| +13,376% | +$2.74M | 1.01% | 42 |
|
|
2023
Q3 | $19.5K | Buy |
+222
| New | +$19.5K | 0.01% | 167 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$4K | – | 306 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 215 |
|
|
2021
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 214 |
|
|
2021
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 211 |
|
|
2021
Q1 | $3K | Sell |
24
-36
| -60% | -$4.5K | ﹤0.01% | 228 |
|
|
2020
Q4 | $9K | Sell |
60
-4,021
| -99% | -$603K | ﹤0.01% | 161 |
|
|
2020
Q3 | $666K | Buy |
4,081
+259
| +7% | +$42.3K | 0.32% | 77 |
|
|
2020
Q2 | $627K | Sell |
3,822
-2,222
| -37% | -$365K | 0.33% | 76 |
|
|
2020
Q1 | $997K | Buy |
6,044
+2,080
| +52% | +$343K | 0.63% | 54 |
|
|
2019
Q4 | $537K | Buy |
3,964
+477
| +14% | +$64.6K | 0.3% | 67 |
|
|
2019
Q3 | $499K | Buy |
+3,487
| New | +$499K | 0.3% | 64 |
|