SFMG 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 | $9.6M | Sell |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $10.6M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $271K | Sell |
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|
2016
Q3 | $3.33M | Sell |
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|
2016
Q2 | $3.72M | Sell |
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|
2016
Q1 | $3.51M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $931K | Buy |
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|
2014
Q3 | $310K | Hold |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $291K | Hold |
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|
2013
Q4 | $272K | Hold |
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|
2013
Q3 | $284K | Sell |
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|
2013
Q2 | $596K | Buy |
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