SWA
Stratos Wealth Advisors’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 | $5.71M | Buy |
64,753
+43,174
| +200% | +$3.81M | 0.3% | 88 |
|
|
2025
Q1 | $1.96M | Sell |
21,579
-174,536
| -89% | -$15.9M | 0.11% | 182 |
|
|
2024
Q4 | $17.1M | Buy |
196,115
+150,517
| +330% | +$13.1M | 0.82% | 25 |
|
|
2024
Q3 | $4.47M | Sell |
45,598
-1,926
| -4% | -$189K | 0.21% | 106 |
|
|
2024
Q2 | $4.36M | Sell |
47,524
-9,614
| -17% | -$882K | 0.22% | 105 |
|
|
2024
Q1 | $5.41M | Sell |
57,138
-8,702
| -13% | -$823K | 0.32% | 79 |
|
|
2023
Q4 | $6.51M | Buy |
65,840
+18,955
| +40% | +$1.87M | 0.37% | 66 |
|
|
2023
Q3 | $4.16M | Buy |
46,885
+10,369
| +28% | +$920K | 0.27% | 103 |
|
|
2023
Q2 | $3.76M | Buy |
36,516
+16,516
| +83% | +$1.7M | 0.27% | 108 |
|
|
2023
Q1 | $2.13M | Buy |
20,000
+3,691
| +23% | +$393K | 0.16% | 178 |
|
|
2022
Q4 | $1.62M | Buy |
16,309
+486
| +3% | +$48.4K | 0.14% | 206 |
|
|
2022
Q3 | $1.62M | Sell |
15,823
-97,855
| -86% | -$10M | 0.17% | 176 |
|
|
2022
Q2 | $13.1M | Buy |
113,678
+53,582
| +89% | +$6.15M | 1.18% | 7 |
|
|
2022
Q1 | $7.94M | Buy |
60,096
+11,241
| +23% | +$1.48M | 0.64% | 30 |
|
|
2021
Q4 | $7.24M | Buy |
48,855
+33,039
| +209% | +$4.9M | 0.52% | 41 |
|
|
2021
Q3 | $2.28M | Buy |
+15,816
| New | +$2.28M | 0.2% | 143 |
|
|
2020
Q2 | – | Sell |
-465
| Closed | -$77K | – | 362 |
|
|
2020
Q1 | $77K | Buy |
+465
| New | +$77K | 0.05% | 175 |
|