Summit Wealth Group’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 | $735K | Sell |
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|
2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $3.61M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $20K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.41M | Buy |
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