Icon Wealth Partners’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
2023
Q3
$9.49M Buy
2023
Q2
$2.88M Sell
2023
Q1
$3.39M Buy
2022
Q2
$2.08M Sell
2022
Q1
$2.4M Buy
2021
Q4
$2.33M Sell
2021
Q3
$2.34M Buy
2021
Q2
$964K Sell
2021
Q1
$915K Sell
2020
Q4
$2.43M Sell
2020
Q3
$3.36M Sell
2020
Q2
$3.41M Buy
2020
Q1
$1.67M Sell
2019
Q4
$3.12M Buy
2019
Q3
$3.23M Buy
2018
Q3
Sell
2018
Q2
$890K Buy
2018
Q1
$335K Buy
2017
Q4
$278K Buy