Private Wealth Advisors (California)’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 | $5.06M | Buy |
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|
2025
Q1 | $4.84M | Buy |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $4.75M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.82M | Buy |
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|
2023
Q2 | $5.44M | Buy |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $3.96M | Sell |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $7.08M | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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