Choate Investment Advisors’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 | $728K | Buy |
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2025
Q2 | $45.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.9K | Hold |
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|
2023
Q2 | $4.53K | Sell |
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $544K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $426K | Hold |
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|
2020
Q3 | $441K | Hold |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $445K | Buy |
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