Insight Wealth Strategies’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 | $28.1M | Buy |
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2025
Q2 | $26.8M | Buy |
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2025
Q1 | $27.4M | Buy |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $24.7M | Buy |
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|
2024
Q2 | $19.6M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $16.1M | Buy |
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|
2023
Q2 | $14.7M | Buy |
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|
2023
Q1 | $8.11M | Buy |
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|
2022
Q4 | $7.43M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.32M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $459K | Sell |
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|
2019
Q2 | $922K | Sell |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $1.28M | Buy |
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