EverSource 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 | $789K | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $162K | Sell |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $68.4K | Buy |
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|
2023
Q1 | $46.4K | Sell |
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|
2022
Q4 | $51.2K | Sell |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $47K | Buy |
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