Clarus Wealth 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
Q1
Sell
2024
Q4
$355K Sell
2024
Q3
$402K Sell
2024
Q2
$410K Sell
2024
Q1
$440K Sell
2023
Q4
$1.7M Buy
2023
Q2
$2.54M Buy
2023
Q1
$2.51M Buy
2022
Q4
$994K Buy
2020
Q3
Sell
2020
Q2
$510K Buy
2020
Q1
$433K Buy
2018
Q3
Sell
2018
Q2
$2K Buy