Castleview Partners’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 | – | Sell |
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|
2025
Q2 | $720K | Sell |
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2025
Q1 | $795K | Buy |
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|
2024
Q4 | $139K | Sell |
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|
2024
Q3 | $176K | Buy |
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|
2024
Q2 | $55.6K | Sell |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $729K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $872K | Buy |
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|
2022
Q3 | $870K | Buy |
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|
2022
Q2 | $58.4K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $6.85K | Buy |
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|
2021
Q2 | $327K | Buy |
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