Simon Quick Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
+5,794
| New | +$511K | 0.02% | 428 |
|
|
2020
Q3 | – | Sell |
-108
| Closed | -$18K | – | 502 |
|
|
2020
Q2 | $18K | Sell |
108
-242
| -69% | -$40.3K | 0.01% | 295 |
|
|
2020
Q1 | $58K | Buy |
350
+1
| +0.3% | +$166 | 0.02% | 175 |
|
|
2019
Q4 | $47K | Buy |
+349
| New | +$47K | 0.02% | 237 |
|
|
2019
Q3 | – | Sell |
-51
| Closed | -$6.77K | – | 518 |
|
|
2019
Q2 | $6.77K | Buy |
+51
| New | +$6.77K | ﹤0.01% | 258 |
|