Accretive Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
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2025
Q1 | $556K | Buy |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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