Guardian Wealth Advisors (North Carolina)’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 | $261K | Buy |
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|
2025
Q2 | $37.5K | Hold |
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|
2025
Q1 | $38.7K | Sell |
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|
2024
Q4 | $67.4K | Buy |
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|
2024
Q3 | $39.5K | Hold |
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|
2024
Q2 | $36.9K | Hold |
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|
2024
Q1 | $38.1K | Hold |
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|
2023
Q4 | $39.8K | Buy |
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|
2023
Q3 | $191 | Hold |
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|
2023
Q2 | $222 | Hold |
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|
2023
Q1 | $229 | Hold |
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|
2022
Q4 | $199 | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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