Congress Wealth Management’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
Q2 | $390K | Buy |
|
|||||
|
2025
Q1 | $376K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $219K | Sell |
|
|||||
|
2024
Q1 | $249K | Sell |
|
|||||
|
2023
Q4 | $323K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $210K | Sell |
|
|||||
|
2023
Q1 | $372K | Sell |
|
|||||
|
2022
Q4 | $449K | Sell |
|
|||||
|
2022
Q3 | $42.7M | Buy |
|
|||||
|
2022
Q2 | $44.4M | Sell |
|
|||||
|
2022
Q1 | $59.7M | Sell |
|
|||||
|
2021
Q4 | $68M | Buy |
|