Caldwell Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Buy |
405
+71
|
|
||||
|
2025
Q1 | $30.4K | Sell |
334
-4,042
|
|
||||
|
2024
Q4 | $382K | Buy |
4,376
+246
|
|
||||
|
2024
Q3 | $405K | Sell |
4,130
-85
|
|
||||
|
2024
Q2 | $387K | Hold |
4,215
|
|
||||
|
2024
Q1 | $399K | Buy |
+4,215
|
|
||||
|
2023
Q3 | – | Sell |
-3,339
|
|
||||
|
2023
Q2 | $344K | Buy |
+3,339
|
|
||||
|
2023
Q1 | – | Sell |
-200
|
|
||||
|
2022
Q4 | $19.9K | Sell |
200
-466
|
|
||||
|
2022
Q3 | $68.2K | Hold |
666
|
|
||||
|
2022
Q2 | $76.5K | Hold |
666
|
|
||||
|
2022
Q1 | $88K | Sell |
666
-5,497
|
|
||||
|
2021
Q4 | $913K | Sell |
6,163
-73
|
|
||||
|
2021
Q3 | $900K | Buy |
6,236
+5,560
|
|
||||
|
2021
Q2 | $97.6K | Buy |
676
+10
|
|
||||
|
2021
Q1 | $90.2K | Sell |
666
-572
|
|
||||
|
2020
Q4 | $195K | Sell |
1,238
-1,636
|
|
||||
|
2020
Q3 | $469K | Sell |
2,874
-885
|
|
||||
|
2020
Q2 | $616K | Buy |
3,759
+751
|
|
||||
|
2020
Q1 | $496K | Sell |
3,008
-781
|
|
||||
|
2019
Q4 | $513K | Buy |
+3,789
|
|