Carson Wealth (CWM LLC)’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 | $14.2M | Buy |
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|
2025
Q2 | $13.1M | Sell |
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|
2025
Q1 | $15.7M | Sell |
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|
2024
Q4 | $74.8M | Sell |
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|
2024
Q3 | $86.1M | Sell |
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|
2024
Q2 | $106M | Sell |
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|
2024
Q1 | $111M | Sell |
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|
2023
Q4 | $124M | Sell |
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|
2023
Q3 | $112M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.64M | Buy |
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|
2022
Q4 | $8.87M | Sell |
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|
2022
Q3 | $9.96M | Buy |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $32.2M | Buy |
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|
2021
Q2 | $11.3M | Hold |
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|
2021
Q1 | $11.3M | Hold |
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|
2020
Q4 | $11.3M | Hold |
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|
2020
Q3 | $11.3M | Hold |
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|
2020
Q2 | $11.3M | Hold |
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|
2020
Q1 | $11.3M | Hold |
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|
2019
Q4 | $11.3M | Hold |
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|
2019
Q3 | $11.3M | Hold |
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|
2019
Q2 | $11.3M | Hold |
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|
2019
Q1 | $11.3M | Sell |
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|
2018
Q4 | $16.8M | Sell |
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|
2018
Q3 | $16.7M | Buy |
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|
2018
Q2 | $14.3M | Buy |
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|
2018
Q1 | $33K | Sell |
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|
2017
Q4 | $45K | Sell |
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|
2017
Q3 | $46K | Buy |
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|
2017
Q2 | $44K | Sell |
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|
2017
Q1 | $65K | Sell |
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|
2016
Q4 | $945K | Sell |
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|
2016
Q3 | $18.3M | Buy |
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|
2016
Q2 | $17.9M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $450K | Buy |
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|
2015
Q1 | $456K | Buy |
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