Sharkey, Howes & Javer’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 | $16.1M | Buy |
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|
2025
Q2 | $9.47M | Buy |
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|
2025
Q1 | $5.15M | Sell |
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|
2024
Q4 | $7.32M | Sell |
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|
2024
Q3 | $8.83M | Sell |
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|
2024
Q2 | $9.61M | Sell |
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|
2024
Q1 | $11.1M | Sell |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $7.45M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.76M | Buy |
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