Cerity Partners OCIO’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 | $19.1M | Buy |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $30M | Buy |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.87M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $19.3M | Sell |
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|
2019
Q4 | $17.4M | Buy |
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|
2019
Q3 | $7.21M | Sell |
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|
2019
Q2 | $7.04M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $11.3M | Sell |
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|
2017
Q3 | $11.3M | Sell |
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|
2017
Q2 | $28.1M | Sell |
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|
2017
Q1 | $27.3M | Buy |
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|
2016
Q4 | $24.4M | Buy |
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|
2016
Q3 | $27.7M | Sell |
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|
2016
Q2 | $28.3M | Sell |
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|
2016
Q1 | $29.3M | Buy |
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