Icon Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
9,394
+8,142
| +650% | +$719K | 0.06% | 191 |
|
|
2025
Q1 | $114K | Sell |
1,252
-61,485
| -98% | -$5.6M | 0.01% | 458 |
|
|
2024
Q4 | $5.48M | Buy |
62,737
+5,830
| +10% | +$509K | 0.45% | 47 |
|
|
2024
Q3 | $5.58M | Sell |
56,907
-23,790
| -29% | -$2.33M | 0.46% | 44 |
|
|
2024
Q2 | $7.65M | Buy |
80,697
+3,704
| +5% | +$351K | 0.68% | 28 |
|
|
2024
Q1 | $7.29M | Sell |
76,993
-13,124
| -15% | -$1.24M | 0.68% | 26 |
|
|
2023
Q4 | $8.91M | Buy |
+90,117
| New | +$8.91M | 0.93% | 21 |
|
|
2022
Q4 | $2.77M | Sell |
27,832
-3,413
| -11% | -$340K | 0.32% | 74 |
|
|
2022
Q3 | $3.2M | Buy |
+31,245
| New | +$3.2M | 0.39% | 65 |
|