CFS Investment Advisory Services’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 | $1.62M | Sell |
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2025
Q2 | $2.44M | Buy |
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2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $8.19M | Buy |
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|
2024
Q3 | $8.77M | Sell |
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|
2024
Q2 | $8.68M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $940K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2020
Q4 | $425K | Buy |
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