Concord Wealth Partners’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 | – | Sell |
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|
2025
Q1 | $1.82K | Sell |
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|
2024
Q4 | $6.29K | Buy |
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|
2024
Q3 | $1.96K | Sell |
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|
2024
Q2 | $2.02K | Sell |
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|
2024
Q1 | $3.41K | Buy |
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|
2023
Q4 | $2.17K | Sell |
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|
2023
Q3 | $3.81K | Hold |
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|
2023
Q2 | $4.43K | Hold |
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|
2023
Q1 | $4.57K | Hold |
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|
2022
Q4 | $4.28K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Buy |
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|
2020
Q4 | $6K | Buy |
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