Corient Private Wealth’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 | $10.9M | Sell |
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|
2025
Q1 | $21.8M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $4.65M | Buy |
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|
2024
Q1 | $4.39M | Sell |
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|
2023
Q4 | $6.11M | Sell |
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|
2023
Q3 | $7.73M | Buy |
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|
2023
Q2 | $4.15M | Buy |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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