U.S. Capital Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.8M | Sell |
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|
2025
Q2 | $42.8M | Sell |
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|
2025
Q1 | $48M | Sell |
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|
2024
Q4 | $104M | Sell |
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|
2024
Q3 | $117M | Buy |
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|
2024
Q2 | $84.2M | Buy |
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|
2024
Q1 | $45.4M | Sell |
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|
2023
Q4 | $94.9M | Buy |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $3.9M | Buy |
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|
2023
Q1 | $2.89M | Sell |
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|
2022
Q4 | $3.16M | Sell |
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|
2022
Q3 | $4.4M | Sell |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $3.66M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $622K | Buy |
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