Avantax Advisory Services’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 | $18.8M | Sell |
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2025
Q1 | $19.9M | Sell |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $13.6M | Sell |
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|
2023
Q4 | $15.2M | Buy |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $7.02M | Buy |
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|
2023
Q1 | $3.97M | Buy |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $564K | Sell |
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|
2020
Q4 | $657K | Sell |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $416K | Buy |
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