Strategic 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
Q3
$15.7M Buy
2025
Q2
Sell
2025
Q1
$18.5M Buy
2024
Q4
Sell
2024
Q3
$34.3M Buy
2024
Q2
Sell
2024
Q1
$13.6M Sell
2023
Q4
$26.1M Buy
2023
Q2
Sell
2023
Q1
$34.4M Buy
2022
Q4
$29.3M Buy
2022
Q3
$17.5M Buy
2022
Q1
Sell
2021
Q4
$32M Buy
2021
Q3
$28.3M Buy
2021
Q2
$25.4M Buy