Transamerica 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 | $60.1K | Sell |
682
-42,008
| -98% | -$3.7M | 0.01% | 300 |
|
|
2025
Q1 | $3.89M | Buy |
42,690
+41,760
| +4,490% | +$3.8M | 0.4% | 64 |
|
|
2024
Q4 | $82K | Sell |
930
-94,551
| -99% | -$8.34M | 0.01% | 278 |
|
|
2024
Q3 | $9.37M | Buy |
95,481
+41,045
| +75% | +$4.03M | 0.91% | 18 |
|
|
2024
Q2 | $5M | Hold |
54,436
| – | – | 0.53% | 48 |
|
|
2024
Q1 | $5.15M | Sell |
54,436
-59,171
| -52% | -$5.6M | 0.52% | 46 |
|
|
2023
Q4 | $11.2M | Buy |
113,607
+111,787
| +6,142% | +$11.1M | 1.55% | 13 |
|
|
2023
Q3 | $162K | Sell |
1,820
-127,277
| -99% | -$11.3M | 0.02% | 228 |
|
|
2023
Q2 | $13.3M | Sell |
129,097
-3,623
| -3% | -$373K | 1.72% | 10 |
|
|
2023
Q1 | $14.1M | Sell |
132,720
-23,354
| -15% | -$2.48M | 1.87% | 12 |
|
|
2022
Q4 | $15.5M | Buy |
156,074
+66,646
| +75% | +$6.64M | 2.21% | 8 |
|
|
2022
Q3 | $9.16M | Buy |
89,428
+81,196
| +986% | +$8.32M | 1.35% | 17 |
|
|
2022
Q2 | $946K | Buy |
+8,232
| New | +$946K | 0.13% | 120 |
|
|
2021
Q2 | – | Sell |
-399
| Closed | -$54K | – | 245 |
|
|
2021
Q1 | $54K | Buy |
+399
| New | +$54K | 1.32% | 24 |
|
|
2020
Q3 | – | Sell |
-3,092
| Closed | -$507K | – | 460 |
|
|
2020
Q2 | $507K | Buy |
3,092
+2,920
| +1,698% | +$479K | 0.11% | 99 |
|
|
2020
Q1 | $29K | Buy |
+172
| New | +$29K | 0.52% | 39 |
|
|
2019
Q3 | – | Sell |
-42,150
| Closed | -$5.6M | – | 479 |
|
|
2019
Q2 | $5.6M | Buy |
+42,150
| New | +$5.6M | 1.21% | 20 |
|
|
2019
Q1 | – | Sell |
-299,889
| Closed | -$36.4M | – | 418 |
|
|
2018
Q4 | $36.4M | Buy |
299,889
+296,071
| +7,755% | +$36M | 9.35% | 1 |
|
|
2018
Q3 | $448K | Sell |
3,818
-41,762
| -92% | -$4.9M | 0.1% | 130 |
|
|
2018
Q2 | $5.55M | Buy |
45,580
+38,802
| +572% | +$4.72M | 1.23% | 19 |
|
|
2018
Q1 | $827K | Buy |
6,778
+326
| +5% | +$39.8K | 0.12% | 147 |
|
|
2017
Q4 | $819K | Buy |
6,452
+36
| +0.6% | +$4.57K | 0.11% | 158 |
|
|
2017
Q3 | $801K | Sell |
6,416
-3,839
| -37% | -$479K | 0.1% | 152 |
|
|
2017
Q2 | $1.28M | Buy |
10,255
+1,687
| +20% | +$211K | 0.17% | 123 |
|
|
2017
Q1 | $1.04M | Buy |
8,568
+48
| +0.6% | +$5.8K | 0.12% | 147 |
|
|
2016
Q4 | $1.02M | Buy |
8,520
+499
| +6% | +$59.4K | 0.12% | 147 |
|
|
2016
Q3 | $1.1M | Sell |
8,021
-4,129
| -34% | -$568K | 0.12% | 148 |
|
|
2016
Q2 | $1.69M | Sell |
12,150
-39,544
| -76% | -$5.49M | 0.17% | 122 |
|
|
2016
Q1 | $6.75M | Buy |
51,694
+30,447
| +143% | +$3.98M | 0.57% | 35 |
|
|
2015
Q4 | $2.56M | Sell |
21,247
-27,314
| -56% | -$3.29M | 0.19% | 102 |
|
|
2015
Q3 | $6M | Buy |
48,561
+10,082
| +26% | +$1.25M | 0.48% | 38 |
|
|
2015
Q2 | $4.52M | Buy |
38,479
+15,433
| +67% | +$1.81M | 0.32% | 57 |
|
|
2015
Q1 | $3.01M | Buy |
23,046
+18,819
| +445% | +$2.46M | 0.21% | 93 |
|
|
2014
Q4 | $533K | Buy |
4,227
+431
| +11% | +$54.3K | 0.04% | 177 |
|
|
2014
Q3 | $442K | Buy |
3,796
+125
| +3% | +$14.6K | 0.04% | 176 |
|
|
2014
Q2 | $417K | Buy |
3,671
+3,669
| +183,450% | +$417K | 0.04% | 196 |
|
|
2014
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 619 |
|
|
2013
Q4 | $1K | Sell |
2
-3,650
| -100% | -$1.83M | ﹤0.01% | 584 |
|
|
2013
Q3 | $389K | Sell |
3,652
-340
| -9% | -$36.2K | 0.05% | 160 |
|
|
2013
Q2 | $441K | Buy |
+3,992
| New | +$441K | 0.07% | 124 |
|