Berkeley Capital Partners’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
$5.61M Buy
2025
Q1
$5.44M Buy
2024
Q4
$4.84M Buy
2024
Q3
$5.16M Buy
2024
Q2
$4.65M Sell
2024
Q1
$4.81M Buy
2023
Q4
$4.38M Buy
2023
Q3
$3.85M Buy
2023
Q2
$4.32M Sell
2023
Q1
$4.57M Buy
2022
Q4
$4.16M Buy
2022
Q3
$4.2M Buy
2022
Q2
$4.69M Buy
2018
Q3
Sell
2018
Q2
$331K Buy