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