SFS
Sowell Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
74,449
+23,434
| +46% | +$2.07M | 0.27% | 75 |
|
|
2025
Q1 | $4.64M | Sell |
51,015
-1,901
| -4% | -$173K | 0.21% | 103 |
|
|
2024
Q4 | $4.62M | Sell |
52,916
-79,485
| -60% | -$6.94M | 0.24% | 98 |
|
|
2024
Q3 | $13M | Sell |
132,401
-26,066
| -16% | -$2.56M | 0.6% | 29 |
|
|
2024
Q2 | $14.5M | Buy |
158,467
+17,095
| +12% | +$1.57M | 0.69% | 28 |
|
|
2024
Q1 | $13.4M | Buy |
141,372
+18,187
| +15% | +$1.72M | 0.63% | 28 |
|
|
2023
Q4 | $12.2M | Buy |
123,185
+96,853
| +368% | +$9.58M | 0.66% | 28 |
|
|
2023
Q3 | $2.34M | Sell |
26,332
-3,657
| -12% | -$324K | 0.15% | 161 |
|
|
2023
Q2 | $3.09M | Buy |
29,989
+15,776
| +111% | +$1.62M | 0.17% | 140 |
|
|
2023
Q1 | $1.51M | Sell |
14,213
-6,003
| -30% | -$639K | 0.12% | 210 |
|
|
2022
Q4 | $2.01M | Buy |
20,216
+243
| +1% | +$24.2K | 0.13% | 186 |
|
|
2022
Q3 | $2.05M | Buy |
+19,973
| New | +$2.05M | 0.21% | 134 |
|
|
2021
Q2 | – | Sell |
-28,386
| Closed | -$3.97M | – | 2511 |
|
|
2021
Q1 | $3.97M | Buy |
28,386
+11,390
| +67% | +$1.59M | 0.14% | 142 |
|
|
2020
Q4 | $2.68M | Sell |
16,996
-3,801
| -18% | -$600K | 0.11% | 160 |
|
|
2020
Q3 | $3.4M | Buy |
20,797
+7,205
| +53% | +$1.18M | 0.17% | 117 |
|
|
2020
Q2 | $2.23M | Sell |
13,592
-25,883
| -66% | -$4.24M | 0.12% | 157 |
|
|
2020
Q1 | $2.34M | Buy |
39,475
+26,744
| +210% | +$1.59M | 0.17% | 130 |
|
|
2019
Q4 | $1.73M | Sell |
12,731
-49,028
| -79% | -$6.64M | 0.13% | 171 |
|
|
2019
Q3 | $8.84M | Buy |
+61,759
| New | +$8.84M | 0.73% | 28 |
|
|
2019
Q1 | $1.55M | Sell |
12,238
-3,807
| -24% | -$481K | 0.17% | 131 |
|
|
2018
Q4 | $1.95M | Buy |
+16,045
| New | +$1.95M | 0.28% | 80 |
|
|
2018
Q3 | – | Sell |
-45,204
| Closed | -$5.44M | – | 444 |
|
|
2018
Q2 | $5.44M | Buy |
45,204
+9,751
| +28% | +$1.17M | 1.16% | 21 |
|
|
2018
Q1 | $4.19M | Buy |
35,453
+10,016
| +39% | +$1.18M | 1.05% | 24 |
|
|
2017
Q4 | $3.15M | Buy |
25,437
+14,647
| +136% | +$1.81M | 0.77% | 38 |
|
|
2017
Q3 | $1.35M | Buy |
10,790
+294
| +3% | +$36.7K | 0.35% | 69 |
|
|
2017
Q2 | $1.31M | Sell |
10,496
-37
| -0.4% | -$4.61K | 0.37% | 65 |
|
|
2017
Q1 | $1.3M | Buy |
10,533
+2,885
| +38% | +$356K | 0.38% | 67 |
|
|
2016
Q4 | $910K | Buy |
+7,648
| New | +$910K | 0.3% | 81 |
|