Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $9.36M | Buy |
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|
2023
Q3 | $7.21M | Buy |
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|
2023
Q2 | $8M | Sell |
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|
2023
Q1 | $8.36M | Buy |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $5.6K | Sell |
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|
2022
Q2 | $7.03M | Buy |
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|
2022
Q1 | $6.92M | Buy |
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|
2021
Q4 | $3.97M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $947K | Buy |
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|
2019
Q4 | $622K | Buy |
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|
2019
Q3 | $568K | Buy |
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|
2019
Q2 | $439K | Buy |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $2.86M | Buy |
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