HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Sell |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.85M | Buy |
|