One Wealth 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
$690K Sell
2025
Q1
$1.65M Sell
2024
Q4
$6.55M Buy
2024
Q3
$5.87M Buy
2024
Q2
Sell
2024
Q1
$6.78M Sell
2023
Q4
$7.72M Buy
2023
Q3
$6.52M Buy
2023
Q2
$1.53M Buy
2023
Q1
$1.57M Buy
2022
Q4
$1.39M Sell
2022
Q3
$1.99M Buy
2022
Q2
$722K Sell
2022
Q1
$1.02M Sell
2021
Q4
$1.32M Buy
2021
Q3
$814K Buy
2021
Q2
$367K Buy
2021
Q1
$238K Buy
2020
Q4
$209K Buy