Clearview 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
Q1 | – | Sell |
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|
2024
Q4 | $710K | Sell |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.2K | Sell |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $19K | Sell |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $45K | Buy |
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