United Asset Strategies’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 | $1.01M | Sell |
|
|||||
|
2025
Q2 | $1M | Buy |
|
|||||
|
2025
Q1 | $937K | Buy |
|
|||||
|
2024
Q4 | $549K | Sell |
|
|||||
|
2024
Q3 | $636K | Sell |
|
|||||
|
2024
Q2 | $602K | Sell |
|
|||||
|
2024
Q1 | $644K | Buy |
|
|||||
|
2023
Q4 | $670K | Buy |
|
|||||
|
2023
Q3 | $426K | Buy |
|
|||||
|
2023
Q2 | $460K | Sell |
|
|||||
|
2023
Q1 | $4.59M | Buy |
|
|||||
|
2022
Q4 | $534K | Buy |
|
|||||
|
2022
Q3 | $337K | Sell |
|
|||||
|
2022
Q2 | $397K | Sell |
|
|||||
|
2022
Q1 | $1.35M | Buy |
|
|||||
|
2021
Q4 | $1.16M | Sell |
|
|||||
|
2021
Q3 | $1.16M | Buy |
|
|||||
|
2021
Q2 | $703K | Sell |
|
|||||
|
2021
Q1 | $2.35M | Buy |
|
|||||
|
2020
Q4 | $2.58M | Buy |
|
|||||
|
2020
Q3 | $2.42M | Sell |
|
|||||
|
2020
Q2 | $2.64M | Buy |
|
|||||
|
2020
Q1 | $2.3M | Sell |
|
|||||
|
2019
Q4 | $2.22M | Buy |
|
|||||
|
2019
Q3 | $1.97M | Sell |
|
|||||
|
2019
Q2 | $2.35M | Sell |
|
|||||
|
2019
Q1 | $4.33M | Sell |
|
|||||
|
2018
Q4 | $6.83M | Buy |
|
|||||
|
2018
Q3 | $4.15M | Buy |
|
|||||
|
2018
Q2 | $4.09M | Sell |
|
|||||
|
2018
Q1 | $6.26M | Buy |
|
|||||
|
2017
Q4 | $4.9M | Sell |
|
|||||
|
2017
Q3 | $7.04M | Sell |
|
|||||
|
2017
Q2 | $7.12M | Sell |
|
|||||
|
2017
Q1 | $6.96M | Buy |
|
|||||
|
2016
Q4 | $6.32M | Buy |
|
|||||
|
2016
Q3 | $5.77M | Buy |
|
|||||
|
2016
Q2 | $5.69M | Buy |
|