Soltis Investment 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 | – | Sell |
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|
2025
Q1 | $3.59M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.96M | Sell |
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|
2022
Q4 | $2.89M | Sell |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $906K | Buy |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $660K | Sell |
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|
2019
Q4 | $709K | Buy |
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