Simon Quick 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
$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