Concurrent 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
$44.9M Sell
2025
Q2
$46.2M Buy
2025
Q1
$37.8M Sell
2024
Q4
$37.4M Buy
2024
Q3
$38.8M Buy
2024
Q2
$24.7M Buy
2024
Q1
$23.6M Buy
2023
Q4
$12.9M Buy