Exencial 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 | $16.1M | Buy |
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2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $16.3M | Buy |
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|
2024
Q1 | $16.7M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $15.4M | Sell |
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|
2023
Q1 | $15.9M | Buy |
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|
2022
Q4 | $14.9M | Buy |
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|
2022
Q3 | $15.1M | Hold |
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|
2022
Q2 | $16.9M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $259K | Sell |
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|
2016
Q1 | $274K | Buy |
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