Erickson Financial Group’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
Q3 | $2.62M | Sell |
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2025
Q2 | $2.65M | Sell |
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2025
Q1 | $2.76M | Sell |
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|
2024
Q4 | $2.66M | Sell |
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2024
Q3 | $3.01M | Sell |
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|
2024
Q2 | $2.82M | Sell |
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2024
Q1 | $2.95M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $3.14M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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