RPg Family Wealth Advisory’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 | $1.86M | Sell |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $59.6K | Sell |
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|
2017
Q4 | $78K | Buy |
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|
2017
Q3 | $20.5K | Hold |
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|
2017
Q2 | $20.5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $12.4K | Buy |
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