Cerity 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 | $4.45M | Buy |
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|
2025
Q2 | $4.32M | Sell |
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2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $210K | Buy |
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