Running Point Capital 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
Q3 | $401K | Buy |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $935K | Buy |
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|
2023
Q1 | $852K | Buy |
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|
2022
Q4 | $719K | Sell |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $653K | Sell |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $804K | Sell |
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|
2021
Q3 | $888K | Buy |
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|
2021
Q2 | $837K | Buy |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $885K | Buy |
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