Twin Peaks Wealth 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 | $106K | Buy |
+1,219
| New | +$106K | 0.03% | 228 |
|
|
2025
Q1 | – | Sell |
-10,154
| Closed | -$887K | – | 149 |
|
|
2024
Q4 | $887K | Buy |
10,154
+1,266
| +14% | +$111K | 0.37% | 59 |
|
|
2024
Q3 | $872K | Sell |
8,888
-729
| -8% | -$71.5K | 0.4% | 51 |
|
|
2024
Q2 | $883K | Buy |
9,617
+1,510
| +19% | +$139K | 0.44% | 50 |
|
|
2024
Q1 | $767K | Buy |
8,107
+775
| +11% | +$73.3K | 0.43% | 49 |
|
|
2023
Q4 | $725K | Buy |
+7,332
| New | +$725K | 0.46% | 45 |
|