Cary Street Partners Investment Advisory’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 | $25.1K | Buy |
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2025
Q1 | $11.2K | Sell |
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|
2024
Q4 | $153K | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $692K | Sell |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $39.9K | Hold |
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|
2022
Q4 | $37.3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $365K | Buy |
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