Affinity Wealth Management’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
$24.9M Buy
2024
Q2
Sell
2024
Q1
$21.1M Buy
2023
Q4
$21.6M Sell
2023
Q3
$20.4M Sell
2023
Q2
$24M Sell
2023
Q1
$25M Sell
2022
Q4
$23.4M Buy
2020
Q2
Sell
2020
Q1
$52M Buy