Ascent Group’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
Q3
$1.65M Buy
2025
Q2
$1.25M Sell
2025
Q1
$4.03M Buy
2024
Q4
$3.83M Sell
2024
Q3
$6.01M Buy
2024
Q2
$3.89M Buy
2024
Q1
$3.67M Sell
2023
Q4
$4.54M Buy
2023
Q3
$2.07M Buy
2023
Q2
$1.91M Sell
2023
Q1
$3.01M Sell
2022
Q4
$2.89M Buy
2022
Q3
$273K Sell
2022
Q2
$3.65M Buy
2022
Q1
$455K Buy
2021
Q4
$454K Buy