Cresset Asset 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  | $1.42M | Sell | 
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        2025
         Q1  | $1.52M | Buy | 
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        2024
         Q4  | $1.32M | Sell | 
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        2024
         Q3  | $3.62M | Buy | 
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| 
        
          
      
        2024
         Q2  | $2.79M | Buy | 
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| 
        
          
      
        2024
         Q1  | $2.36M | Buy | 
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        2023
         Q4  | $2.36M | Sell | 
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| 
        
          
      
        2023
         Q3  | $2.68M | Buy | 
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| 
        
          
      
        2023
         Q2  | $2.82M | Buy | 
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| 
        
          
      
        2023
         Q1  | $428K | Sell | 
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| 
        
          
      
        2022
         Q4  | $805K | Buy | 
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| 
        
          
      
        2021
         Q4  | – | Sell | 
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| 
        
          
      
        2021
         Q3  | $214K | Sell | 
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        2021
         Q2  | $444K | Sell | 
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| 
        
          
      
        2021
         Q1  | $620K | Buy | 
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| 
        
          
      
        2020
         Q4  | $435K | Sell | 
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| 
        
          
      
        2020
         Q3  | $519K | Buy | 
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| 
        
          
      
        2020
         Q2  | $512K | Buy | 
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| 
        
          
      
        2020
         Q1  | $457K | Sell | 
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| 
        
          
      
        2019
         Q4  | $410K | Buy | 
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        2019
         Q3  | $432K | Buy | 
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| 
        
          
      
        2019
         Q2  | $387K | Hold | 
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| 
        
          
      
        2019
         Q1  | $368K | Hold | 
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| 
        
          
      
        2018
         Q4  | $354K | Buy | 
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