Avior 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 | $295K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $159K | Hold |
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|
2023
Q3 | $143K | Sell |
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|
2023
Q2 | $172K | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $194K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $683K | Sell |
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|
2020
Q3 | $820K | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $984K | Buy |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $459K | Sell |
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|
2018
Q4 | $453K | Sell |
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|
2018
Q3 | $446K | Hold |
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|
2018
Q2 | $463K | Sell |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $486K | Hold |
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|
2017
Q3 | $478K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $480K | Sell |
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|
2016
Q4 | $481K | Sell |
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|
2016
Q3 | $565K | Sell |
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|
2016
Q2 | $597K | Buy |
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|
2016
Q1 | $562K | Hold |
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|
2015
Q4 | $519K | Sell |
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|
2015
Q3 | $723K | Sell |
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|
2015
Q2 | $811K | Sell |
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|
2015
Q1 | $1.32M | Sell |
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|
2014
Q4 | $1.35M | Sell |
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|
2014
Q3 | $1.29M | Sell |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.43M | Sell |
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|
2013
Q4 | $1.42M | Buy |
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