Wealth Enhancement Advisory Services’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 | $14.7M | Sell |
169,555
-12,196
| -7% | -$1.06M | 0.02% | 515 |
|
|
2025
Q1 | $16.5M | Sell |
181,751
-10,538
| -5% | -$959K | 0.03% | 451 |
|
|
2024
Q4 | $16.8M | Sell |
192,289
-20,133
| -9% | -$1.76M | 0.03% | 411 |
|
|
2024
Q3 | $20.8M | Buy |
212,422
+62,646
| +42% | +$6.15M | 0.04% | 343 |
|
|
2024
Q2 | $13.7M | Buy |
149,776
+28,091
| +23% | +$2.58M | 0.03% | 410 |
|
|
2024
Q1 | $11.5M | Buy |
121,685
+42,317
| +53% | +$4M | 0.03% | 435 |
|
|
2023
Q4 | $7.85M | Buy |
79,368
+27,577
| +53% | +$2.73M | 0.02% | 488 |
|
|
2023
Q3 | $4.59M | Buy |
51,791
+46,422
| +865% | +$4.12M | 0.02% | 602 |
|
|
2023
Q2 | $553K | Buy |
+5,369
| New | +$553K | 0.01% | 338 |
|