TFA
Tranquilli Financial Advisor’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 | $425K | Sell |
4,815
-4,247
| -47% | -$375K | 0.26% | 79 |
|
|
2025
Q1 | $825K | Buy |
9,062
+302
| +3% | +$27.5K | 0.52% | 46 |
|
|
2024
Q4 | $765K | Buy |
8,760
+4,860
| +125% | +$424K | 0.48% | 49 |
|
|
2024
Q3 | $383K | Sell |
3,900
-124
| -3% | -$12.2K | 0.24% | 78 |
|
|
2024
Q2 | $362K | Sell |
4,024
-1,101
| -21% | -$99K | 0.24% | 78 |
|
|
2024
Q1 | $485K | Sell |
5,125
-1,058
| -17% | -$100K | 0.32% | 65 |
|
|
2023
Q4 | $611K | Buy |
+6,183
| New | +$611K | 0.43% | 49 |
|
|
2021
Q1 | – | Sell |
-3,060
| Closed | -$483K | – | 81 |
|
|
2020
Q4 | $483K | Buy |
+3,060
| New | +$483K | 0.44% | 44 |
|