United Advisor Group’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 | $361K | Sell |
4,093
-4,516
| -52% | -$399K | 0.06% | 283 |
|
|
2025
Q1 | $784K | Sell |
8,609
-11,966
| -58% | -$1.09M | 0.16% | 138 |
|
|
2024
Q4 | $1.8M | Buy |
20,575
+3,781
| +23% | +$330K | 0.36% | 70 |
|
|
2024
Q3 | $1.65M | Buy |
16,794
+12,661
| +306% | +$1.24M | 0.37% | 67 |
|
|
2024
Q2 | $379K | Buy |
4,133
+677
| +20% | +$62.1K | 0.12% | 171 |
|
|
2024
Q1 | $327K | Buy |
+3,456
| New | +$327K | 0.12% | 151 |
|