United Capital 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 | $3.06M | Buy |
34,648
+10,447
| +43% | +$922K | 0.02% | 356 |
|
|
2025
Q1 | $2.2M | Sell |
24,201
-286,495
| -92% | -$26.1M | 0.02% | 406 |
|
|
2024
Q4 | $27.1M | Buy |
310,696
+28,116
| +10% | +$2.46M | 0.23% | 92 |
|
|
2024
Q3 | $27.7M | Sell |
282,580
-67,940
| -19% | -$6.66M | 0.23% | 89 |
|
|
2024
Q2 | $32.2M | Buy |
350,520
+9,605
| +3% | +$882K | 0.28% | 73 |
|
|
2024
Q1 | $32.3M | Sell |
340,915
-140,187
| -29% | -$13.3M | 0.27% | 85 |
|
|
2023
Q4 | $47.6M | Buy |
481,102
+457,198
| +1,913% | +$45.2M | 0.39% | 54 |
|
|
2023
Q3 | $2.12M | Buy |
23,904
+8,645
| +57% | +$767K | 0.01% | 416 |
|
|
2023
Q2 | $1.57M | Buy |
15,259
+9,062
| +146% | +$933K | 0.01% | 473 |
|
|
2023
Q1 | $659K | Sell |
6,197
-13,488
| -69% | -$1.43M | ﹤0.01% | 669 |
|
|
2022
Q4 | $1.96M | Sell |
19,685
-2,180
| -10% | -$217K | 0.01% | 486 |
|
|
2022
Q3 | $2.24M | Buy |
21,865
+246
| +1% | +$25.2K | 0.01% | 453 |
|
|
2022
Q2 | $2.48M | Buy |
21,619
+12,783
| +145% | +$1.47M | 0.01% | 455 |
|
|
2022
Q1 | $1.17M | Sell |
8,836
-1,288
| -13% | -$170K | 0.01% | 628 |
|
|
2021
Q4 | $1.5M | Sell |
10,124
-310
| -3% | -$45.9K | 0.01% | 596 |
|
|
2021
Q3 | $1.51M | Sell |
10,434
-872
| -8% | -$126K | 0.01% | 578 |
|
|
2021
Q2 | $1.63M | Buy |
11,306
+575
| +5% | +$83K | 0.01% | 582 |
|
|
2021
Q1 | $1.45M | Sell |
10,731
-746
| -6% | -$101K | 0.01% | 574 |
|
|
2020
Q4 | $1.81M | Sell |
11,477
-26,303
| -70% | -$4.15M | 0.01% | 529 |
|
|
2020
Q3 | $6.17M | Sell |
37,780
-39,349
| -51% | -$6.42M | 0.04% | 310 |
|
|
2020
Q2 | $12.6M | Sell |
77,129
-54,480
| -41% | -$8.93M | 0.09% | 220 |
|
|
2020
Q1 | $21.4M | Buy |
131,609
+2,079
| +2% | +$338K | 0.18% | 124 |
|
|
2019
Q4 | $17.5M | Buy |
129,530
+12,634
| +11% | +$1.71M | 0.11% | 222 |
|
|
2019
Q3 | $16.7M | Buy |
116,896
+26,969
| +30% | +$3.86M | 0.12% | 216 |
|
|
2019
Q2 | $11.9M | Buy |
89,927
+13,911
| +18% | +$1.85M | 0.08% | 266 |
|
|
2019
Q1 | $9.61M | Sell |
76,016
-42,128
| -36% | -$5.33M | 0.07% | 295 |
|
|
2018
Q4 | $14.4M | Buy |
118,144
+40,867
| +53% | +$4.97M | 0.11% | 188 |
|
|
2018
Q3 | $9.06M | Sell |
77,277
-25,020
| -24% | -$2.93M | 0.06% | 318 |
|
|
2018
Q2 | $12.5M | Sell |
102,297
-3,125
| -3% | -$380K | 0.09% | 251 |
|
|
2018
Q1 | $12.9M | Sell |
105,422
-4,098
| -4% | -$500K | 0.1% | 235 |
|
|
2017
Q4 | $13.9M | Sell |
109,520
-10,579
| -9% | -$1.34M | 0.11% | 222 |
|
|
2017
Q3 | $15M | Buy |
120,099
+12,652
| +12% | +$1.58M | 0.13% | 193 |
|
|
2017
Q2 | $13.4M | Buy |
107,447
+7,813
| +8% | +$978K | 0.12% | 198 |
|
|
2017
Q1 | $12M | Buy |
99,634
+75,752
| +317% | +$9.14M | 0.11% | 215 |
|
|
2016
Q4 | $2.85M | Sell |
23,882
-74,736
| -76% | -$8.9M | 0.03% | 478 |
|
|
2016
Q3 | $13.6M | Sell |
98,618
-97,370
| -50% | -$13.4M | 0.13% | 179 |
|
|
2016
Q2 | $27.2M | Buy |
195,988
+1,971
| +1% | +$274K | 0.28% | 74 |
|
|
2016
Q1 | $25.3M | Buy |
194,017
+56,320
| +41% | +$7.36M | 0.28% | 72 |
|
|
2015
Q4 | $16.6M | Buy |
137,697
+5,214
| +4% | +$629K | 0.19% | 109 |
|
|
2015
Q3 | $16.4M | Buy |
132,483
+82,705
| +166% | +$10.2M | 0.2% | 96 |
|
|
2015
Q2 | $5.85M | Sell |
49,778
-18,542
| -27% | -$2.18M | 0.07% | 312 |
|
|
2015
Q1 | $8.61M | Buy |
68,320
+14,815
| +28% | +$1.87M | 0.11% | 244 |
|
|
2014
Q4 | $6.74M | Sell |
53,505
-193,754
| -78% | -$24.4M | 0.1% | 223 |
|
|
2014
Q3 | $28.7M | Sell |
247,259
-32,947
| -12% | -$3.83M | 0.5% | 39 |
|
|
2014
Q2 | $31.8M | Sell |
280,206
-47,739
| -15% | -$5.42M | 0.59% | 40 |
|
|
2014
Q1 | $35.8M | Buy |
+327,945
| New | +$35.8M | 0.76% | 26 |
|
|
2013
Q4 | – | Sell |
-233,503
| Closed | -$24.8M | – | 756 |
|
|
2013
Q3 | $24.8M | Buy |
233,503
+44,652
| +24% | +$4.75M | 0.79% | 30 |
|
|
2013
Q2 | $20.9M | Buy |
+188,851
| New | +$20.9M | 0.55% | 42 |
|