HCR 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
Q3 | $412K | Sell |
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2025
Q2 | $424K | Buy |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $4.63M | Buy |
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|
2024
Q2 | $4.27M | Buy |
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|
2024
Q1 | $4.37M | Sell |
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|
2023
Q4 | $4.62M | Sell |
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|
2023
Q3 | $5.14M | Sell |
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|
2023
Q2 | $6.87M | Sell |
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|
2023
Q1 | $7.22M | Buy |
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|
2022
Q4 | $5.94M | Sell |
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|
2022
Q3 | $6.9M | Buy |
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|
2022
Q2 | $6.78M | Buy |
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|
2022
Q1 | $7.19M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $15.7M | Buy |
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|
2020
Q2 | $15.6M | Sell |
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|
2020
Q1 | $30.2M | Sell |
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|
2019
Q4 | $26.7M | Buy |
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|
2019
Q3 | $27.4M | Buy |
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|
2019
Q2 | $24.9M | Buy |
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|
2019
Q1 | $21.5M | Buy |
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|
2018
Q4 | $3.54M | Buy |
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|
2018
Q3 | $245K | Sell |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $439K | Buy |
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|
2017
Q4 | $436K | Buy |
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|
2017
Q3 | $301K | Buy |
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|
2017
Q2 | $214K | Sell |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $330K | Buy |
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