Simon Quick Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Simon Quick Advisors’s Portfolio TLT Stock Details TLT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Hold
2025 Q4	$505K	Hold
2025 Q3	$518K	Hold
2025 Q2	$511K	Buy
2020 Q3	–	Sell
2020 Q2	$18K	Sell
2020 Q1	$58K	Buy
2019 Q4	$47K	Buy
2019 Q3	–	Sell
2019 Q2	$6.77K	Buy