Beam 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
Q2 | $1.44M | Sell |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $2.98M | Sell |
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|
2024
Q3 | $3.53M | Sell |
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|
2024
Q2 | $3.32M | Sell |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $231K | Buy |
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