Integrated Wealth Concepts’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
Q2 | $3.18M | Sell |
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|
2025
Q1 | $3.63M | Sell |
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|
2024
Q4 | $9.18M | Buy |
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|
2024
Q3 | $6.81M | Sell |
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|
2024
Q2 | $6.86M | Sell |
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|
2024
Q1 | $16.8M | Sell |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $13.2M | Buy |
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|
2023
Q2 | $4.9M | Sell |
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|
2023
Q1 | $7.46M | Buy |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $4.03M | Sell |
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|
2022
Q2 | $6.07M | Sell |
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|
2022
Q1 | $7.64M | Sell |
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|
2021
Q4 | $22.2M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $661K | Sell |
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|
2020
Q3 | $3.49M | Sell |
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|
2020
Q2 | $22.1M | Buy |
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|
2020
Q1 | $17.2M | Buy |
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|
2019
Q4 | $828K | Sell |
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|
2019
Q3 | $23.7M | Buy |
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|
2019
Q2 | $12.5M | Buy |
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|
2019
Q1 | $274K | Sell |
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|
2018
Q4 | $5.06M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $460K | Buy |
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|
2018
Q1 | $229K | Buy |
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|
2017
Q4 | $216K | Buy |
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