Measured Wealth Private Client Group’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 | $6.11M | Buy |
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|
2025
Q1 | $6.2M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $5.77M | Buy |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $5.51M | Sell |
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|
2023
Q3 | $5.33M | Buy |
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|
2023
Q2 | $5.76M | Buy |
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|
2023
Q1 | $3.63M | Buy |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $897K | Buy |
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|
2018
Q3 | $862K | Buy |
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|
2018
Q2 | $858K | Buy |
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|
2017
Q3 | $892K | Buy |
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