Sequoia 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 | $209K | Sell |
2,373
-230
| -9% | -$20.3K | ﹤0.01% | 1448 |
|
|
2025
Q1 | $237K | Buy |
+2,603
| New | +$237K | ﹤0.01% | 1177 |
|
|
2024
Q3 | – | Sell |
-1,902
| Closed | -$175K | – | 1342 |
|
|
2024
Q2 | $175K | Sell |
1,902
-710
| -27% | -$65.1K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $247K | Buy |
2,612
+220
| +9% | +$20.8K | ﹤0.01% | 947 |
|
|
2023
Q4 | $236K | Buy |
+2,392
| New | +$236K | ﹤0.01% | 1026 |
|
|
2022
Q3 | – | Sell |
-1,862
| Closed | -$214K | – | 586 |
|
|
2022
Q2 | $214K | Sell |
1,862
-393
| -17% | -$45.2K | 0.01% | 531 |
|
|
2022
Q1 | $298K | Buy |
2,255
+397
| +21% | +$52.5K | 0.01% | 502 |
|
|
2021
Q4 | $275K | Buy |
1,858
+52
| +3% | +$7.7K | 0.01% | 461 |
|
|
2021
Q3 | $261K | Sell |
1,806
-490
| -21% | -$70.8K | 0.03% | 223 |
|
|
2021
Q2 | $331K | Buy |
2,296
+2
| +0.1% | +$288 | 0.01% | 359 |
|
|
2021
Q1 | $311K | Sell |
2,294
-920
| -29% | -$125K | 0.01% | 329 |
|
|
2020
Q4 | $507K | Sell |
3,214
-44
| -1% | -$6.94K | 0.02% | 247 |
|
|
2020
Q3 | $532K | Buy |
3,258
+1,400
| +75% | +$229K | 0.03% | 218 |
|
|
2020
Q2 | $305K | Sell |
1,858
-8
| -0.4% | -$1.31K | 0.02% | 283 |
|
|
2020
Q1 | $308K | Hold |
1,866
| – | – | 0.02% | 266 |
|
|
2019
Q4 | $253K | Buy |
1,866
+60
| +3% | +$8.14K | 0.02% | 323 |
|
|
2019
Q3 | $258K | Hold |
1,806
| – | – | 0.02% | 300 |
|
|
2019
Q2 | $240K | Sell |
1,806
-41
| -2% | -$5.45K | 0.02% | 316 |
|
|
2019
Q1 | $234K | Buy |
+1,847
| New | +$234K | 0.02% | 321 |
|