Kestra Private Wealth Services’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 | $19.5M | Buy |
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2025
Q1 | $17.8M | Sell |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $28.4M | Buy |
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|
2024
Q2 | $18.4M | Sell |
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|
2024
Q1 | $21.5M | Buy |
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|
2023
Q4 | $21.2M | Buy |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q2 | $14.7M | Buy |
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|
2023
Q1 | $13.3M | Buy |
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|
2022
Q4 | $8.44M | Buy |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $10.5M | Sell |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.81M | Buy |
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