CIBC Private Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
21,839
+1,022
+5% +$90.2K ﹤0.01% 559
2025
Q1
$1.84M Buy
20,817
+220
+1% +$19.4K ﹤0.01% 543
2024
Q4
$1.77M Sell
20,597
-11,097
-35% -$955K ﹤0.01% 595
2024
Q3
$3.11M Buy
31,694
+10,118
+47% +$993K 0.01% 499
2024
Q2
$2M Buy
21,576
+1,604
+8% +$149K ﹤0.01% 543
2024
Q1
$1.85M Buy
+19,972
New +$1.85M ﹤0.01% 557