AE Wealth Management’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 | $9.69M | Sell |
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2025
Q1 | $12.6M | Sell |
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2024
Q4 | $21.6M | Sell |
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2024
Q3 | $28.5M | Sell |
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2024
Q2 | $27M | Sell |
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2024
Q1 | $45.5M | Sell |
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2023
Q4 | $75.4M | Sell |
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2023
Q3 | $91.3M | Sell |
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2023
Q2 | $122M | Sell |
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2023
Q1 | $240M | Buy |
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2022
Q4 | $90.4M | Buy |
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2022
Q3 | $91.2M | Buy |
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2022
Q2 | $101M | Sell |
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2022
Q1 | $121M | Sell |
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2021
Q4 | $154M | Buy |
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2021
Q3 | $137M | Buy |
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2021
Q2 | $136M | Sell |
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2021
Q1 | $202M | Sell |
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2020
Q4 | $256M | Sell |
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2020
Q3 | $332M | Buy |
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2020
Q2 | $279M | Buy |
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2020
Q1 | $93.5M | Buy |
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2019
Q4 | $63.5M | Buy |
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2019
Q3 | $52.7M | Buy |
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2019
Q2 | $42.2M | Buy |
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2019
Q1 | $15.8M | Buy |
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2018
Q4 | $694K | Sell |
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2018
Q3 | $31.1M | Sell |
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2018
Q2 | $47.6M | Sell |
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2018
Q1 | $47.8M | Buy |
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2017
Q4 | $34.1M | Buy |
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2017
Q3 | $24.6M | Buy |
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2017
Q2 | $13.9M | Buy |
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2017
Q1 | $4.47M | Buy |
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