Cedar Brook Financial 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
2024
Q2
Sell
2024
Q1
$415K Buy
2023
Q4
$420K Buy
2023
Q3
Sell
2023
Q2
$351K Sell
2023
Q1
$370K Sell
2022
Q4
$417K Buy
2022
Q3
$358K Sell
2022
Q2
$624K Sell
2022
Q1
$1.31M Buy
2021
Q4
$1.41M Buy
2021
Q3
$1.12M Sell
2021
Q2
$1.46M Buy
2021
Q1
$734K Sell
2020
Q4
$1.32M Buy
2020
Q3
$799K Buy
2020
Q2
$474K Buy