Ashford Capital 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
Q1
Sell
2024
Q4
$363K Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.98M Sell
2024
Q1
$2.9M Buy
2023
Q4
$2.96M Sell
2023
Q3
$3.55M Buy
2023
Q2
$3.09M Sell
2023
Q1
$4.14M Sell
2022
Q4
$8.04M Sell
2022
Q3
$8.95M Buy