EP 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 | $599K | Buy |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $934K | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $765K | Sell |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $12.3M | Sell |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $3.29M | Sell |
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|
2022
Q4 | $169M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $103K | Buy |
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