B. Riley Wealth Advisors’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 | $616K | Sell |
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|
2025
Q2 | $698K | Buy |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $7.64M | Buy |
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|
2024
Q2 | $5.42M | Sell |
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|
2024
Q1 | $6.01M | Sell |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $3.23M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $783K | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $2.77M | Buy |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $2.58M | Sell |
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|
2020
Q1 | $3.42M | Buy |
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|
2019
Q4 | $2.51M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $633K | Buy |
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|
2019
Q1 | $520K | Buy |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $406K | Buy |
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|
2018
Q2 | $418K | Buy |
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|
2018
Q1 | $416K | Sell |
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|
2017
Q4 | $523K | Sell |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $325K | Sell |
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|
2017
Q1 | $318K | Buy |
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|
2016
Q4 | $285K | Sell |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $287K | Sell |
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|
2016
Q1 | $333K | Sell |
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|
2015
Q4 | $333K | Buy |
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|
2015
Q3 | $297K | Sell |
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|
2015
Q2 | $419K | Sell |
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|
2015
Q1 | $649K | Buy |
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|
2014
Q4 | $227 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $106K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $160K | Sell |
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|
2013
Q2 | $246K | Buy |
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