J.W. Coons Advisors’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 | $786K | Sell |
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|
2025
Q1 | $838K | Sell |
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|
2024
Q4 | $858K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $939K | Buy |
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|
2024
Q1 | $950K | Hold |
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|
2023
Q4 | $992K | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $748K | Hold |
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|
2023
Q1 | $773K | Buy |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $454K | Hold |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $670K | Sell |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $768K | Buy |
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|
2020
Q2 | $714K | Sell |
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|
2020
Q1 | $846K | Buy |
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