Visionary 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 | $421K | Buy |
+4,776
| New | +$421K | 0.02% | 391 |
|
|
2025
Q1 | – | Sell |
-7,655
| Closed | -$669K | – | 563 |
|
|
2024
Q4 | $669K | Sell |
7,655
-17,085
| -69% | -$1.49M | 0.04% | 309 |
|
|
2024
Q3 | $2.43M | Buy |
24,740
+8,349
| +51% | +$819K | 0.15% | 155 |
|
|
2024
Q2 | $1.5M | Sell |
16,391
-39,634
| -71% | -$3.64M | 0.1% | 201 |
|
|
2024
Q1 | $5.3M | Buy |
56,025
+12,176
| +28% | +$1.15M | 0.36% | 80 |
|
|
2023
Q4 | $4.34M | Buy |
43,849
+26,483
| +152% | +$2.62M | 0.32% | 85 |
|
|
2023
Q3 | $1.54M | Buy |
17,366
+1,176
| +7% | +$104K | 0.12% | 169 |
|
|
2023
Q2 | $1.67M | Buy |
+16,190
| New | +$1.67M | 0.13% | 156 |
|
|
2020
Q3 | – | Sell |
-1,691
| Closed | -$277K | – | 270 |
|
|
2020
Q2 | $277K | Buy |
1,691
+328
| +24% | +$53.7K | 0.04% | 180 |
|
|
2020
Q1 | $225K | Sell |
1,363
-6,146
| -82% | -$1.01M | 0.04% | 177 |
|
|
2019
Q4 | $1.02M | Buy |
+7,509
| New | +$1.02M | 0.18% | 98 |
|