Joseph P. Lucia & Associates’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 | $2.24M | Sell |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $546K | Sell |
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|
2021
Q3 | $834K | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $913K | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $569K | Buy |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $402K | Sell |
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|
2019
Q1 | $2.67K | Buy |
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