Legacy Private Trust’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 | $270K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2.08M | Sell |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.59M | Sell |
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|
2021
Q3 | $5.39M | Buy |
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|
2021
Q2 | $5.37M | Sell |
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|
2021
Q1 | $8.51M | Sell |
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|
2020
Q4 | $14.6M | Sell |
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|
2020
Q3 | $15.6M | Buy |
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|
2020
Q2 | $13.9M | Buy |
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|
2020
Q1 | $13.5M | Buy |
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|
2019
Q4 | $7.37M | Buy |
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|
2019
Q3 | $4.9M | Buy |
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|
2019
Q2 | $3.06M | Sell |
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|
2019
Q1 | $8.74M | Buy |
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|
2018
Q4 | $5.44M | Sell |
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|
2018
Q3 | $11.3M | Buy |
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|
2018
Q2 | $9.32M | Buy |
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|
2018
Q1 | $4.42M | Sell |
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|
2017
Q4 | $16.8M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.27M | Buy |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $1.3M | Sell |
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|
2015
Q4 | $1.54M | Sell |
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|
2015
Q3 | $2.47M | Buy |
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|
2015
Q2 | $273K | Sell |
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|
2015
Q1 | $1.92M | Sell |
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|
2014
Q4 | $8.64M | Sell |
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|
2014
Q3 | $8.79M | Buy |
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|
2014
Q2 | $6.01M | Buy |
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