Cadence 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
$42.2M Buy
2025
Q1
$39M Buy
2024
Q4
$36.6M Buy
2024
Q3
$38.7M Buy
2024
Q2
$32M Buy
2024
Q1
$28.8M Buy
2023
Q4
$23.3M Sell
2023
Q3
$26.6M Sell
2023
Q2
$37M Buy
2023
Q1
$30.8M Sell
2022
Q4
$32.7M Buy
2022
Q3
$23.9M Buy
2022
Q2
$23.9M Buy
2022
Q1
$25.6M Buy
2021
Q4
$13M Buy
2021
Q3
$8.93M Buy
2021
Q2
$992K Buy
2021
Q1
$695K Buy