Bank Julius Baer & Co’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	–	Sell	-960	Closed	-$87.4K	–	636
2025 Q1	$87.4K	Sell	960 -3,007	-76%	-$268K	﹤0.01%	495
2024 Q4	$382K	Sell	3,967 -9,153	-70%	-$842K	﹤0.01%	373
2024 Q3	$1.53M	Sell	13,120 -10,354	-44%	-$998K	0.01%	266
2024 Q2	$2.4M	Buy	23,474 +3,014	+15%	+$275K	0.01%	202
2024 Q1	$1.94M	Buy	20,460 +19,500	+2,031%	+$1.84M	0.01%	230
2023 Q4	$94.9K	Sell	960 -12	-1%	-$1.08K	﹤0.01%	445
2023 Q3	$86K	Buy	+972	New	+$93.4K	﹤0.01%	427
2022 Q3	–	Sell	-9,390	Closed	-$1.08M	–	631
2022 Q2	$1.08M	Sell	9,390 -2,486	-21%	-$293K	0.01%	267
2022 Q1	$1.57M	Sell	11,876 -3,088	-21%	-$426K	0.01%	243
2021 Q4	$2.22M	Buy	14,964 +9,806	+190%	+$1.45M	0.01%	262
2021 Q3	$744K	Buy	5,158 +898	+21%	+$133K	﹤0.01%	370
2021 Q2	$615K	Buy	4,260 +1,634	+62%	+$228K	﹤0.01%	421
2021 Q1	$356K	Buy	2,626 +1,402	+115%	+$203K	﹤0.01%	494
2020 Q4	$193K	Sell	1,224 -2,276	-65%	-$361K	﹤0.01%	586
2020 Q3	$571K	Sell	3,500 -1,000	-22%	-$166K	0.01%	368
2020 Q2	$738K	Sell	4,500 -1	-0%	-$165	0.01%	312
2020 Q1	$742K	Buy	+4,501	New	+$671K	0.02%	266