Icon Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Icon Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$829K	Buy
2025 Q1	$114K	Sell
2024 Q4	$5.48M	Buy
2024 Q3	$5.58M	Sell
2024 Q2	$7.65M	Buy
2024 Q1	$7.29M	Sell
2023 Q4	$8.91M	Buy
2022 Q4	$2.77M	Sell
2022 Q3	$3.2M	Buy