Axxcess 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
$9.19M Buy
2025
Q1
$7.48M Buy
2024
Q4
$6.52M Sell
2024
Q3
$9.99M Buy
2024
Q2
$5.12M Sell
2024
Q1
$5.31M Sell
2023
Q4
$5.73M Sell
2023
Q3
$5.81M Sell
2023
Q2
$15M Buy
2023
Q1
$11.3M Buy
2022
Q4
$2.05M Sell
2022
Q3
$2.14M Sell
2022
Q2
$2.62M Buy
2022
Q1
Sell
2021
Q4
$5.67M Buy