World 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 | $270K | Buy |
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|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $828K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $3.53M | Buy |
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