Beacon Pointe 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
Q1
Sell
2024
Q4
$494K Buy
2024
Q3
$306K Buy
2024
Q2
$256K Sell
2024
Q1
$755K Buy
2023
Q4
$675K Buy
2023
Q3
$347K Buy
2023
Q2
Sell
2023
Q1
$266K Buy
2022
Q2
Sell
2022
Q1
$8.85M Buy