TPA
Trivium Point Advisory’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 | – | Sell |
-5,974
| Closed | -$544K | – | 361 |
|
|
2025
Q1 | $544K | Sell |
5,974
-640
| -10% | -$58.3K | 0.07% | 219 |
|
|
2024
Q4 | $578K | Sell |
6,614
-564
| -8% | -$49.3K | 0.07% | 211 |
|
|
2024
Q3 | $645K | Sell |
7,178
-994
| -12% | -$89.3K | 0.09% | 203 |
|
|
2024
Q2 | $750K | Buy |
8,172
+3,831
| +88% | +$352K | 0.11% | 181 |
|
|
2024
Q1 | $411K | Buy |
4,341
+2,270
| +110% | +$215K | 0.09% | 169 |
|
|
2023
Q4 | $205K | Buy |
+2,071
| New | +$205K | 0.05% | 192 |
|