World Investment 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 | $266K | Sell |
3,013
-3,078
| -51% | -$272K | 0.01% | 966 |
|
|
2025
Q1 | $554K | Sell |
6,091
-4,499
| -42% | -$410K | 0.01% | 664 |
|
|
2024
Q4 | $925K | Sell |
10,590
-9,443
| -47% | -$825K | 0.03% | 491 |
|
|
2024
Q3 | $1.97M | Buy |
20,033
+6,009
| +43% | +$589K | 0.06% | 303 |
|
|
2024
Q2 | $1.29M | Buy |
14,024
+10,700
| +322% | +$982K | 0.08% | 227 |
|
|
2024
Q1 | $315K | Sell |
3,324
-8,145
| -71% | -$771K | 0.05% | 302 |
|
|
2023
Q4 | $1.13M | Sell |
11,469
-2,574
| -18% | -$255K | 0.15% | 132 |
|
|
2023
Q3 | $1.25M | Buy |
+14,043
| New | +$1.25M | 0.25% | 79 |
|
|
2022
Q4 | – | Sell |
-2,964
| Closed | -$304K | – | 269 |
|
|
2022
Q3 | $304K | Sell |
2,964
-3,964
| -57% | -$407K | 0.07% | 184 |
|
|
2022
Q2 | $828K | Buy |
+6,928
| New | +$828K | 0.17% | 98 |
|
|
2021
Q4 | – | Sell |
-2,985
| Closed | -$431K | – | 286 |
|
|
2021
Q3 | $431K | Buy |
+2,985
| New | +$431K | 0.1% | 140 |
|
|
2021
Q1 | – | Sell |
-1,587
| Closed | -$233K | – | 246 |
|
|
2020
Q4 | $233K | Sell |
1,587
-6,764
| -81% | -$993K | 0.06% | 201 |
|
|
2020
Q3 | $1.36M | Buy |
8,351
+11
| +0.1% | +$1.8K | 0.47% | 41 |
|
|
2020
Q2 | $1.38M | Sell |
8,340
-13,045
| -61% | -$2.16M | 0.48% | 37 |
|
|
2020
Q1 | $3.53M | Buy |
+21,385
| New | +$3.53M | 1.64% | 15 |
|