Berger Financial Group’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 | $418K | Sell |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $11.2M | Buy |
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|
2023
Q3 | $9.52M | Buy |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $9.31M | Sell |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $11.3M | Buy |
|