Cypress Wealth Services’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 | $283K | Sell |
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2025
Q2 | $303K | Sell |
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2025
Q1 | $446K | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $3.26M | Buy |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $475K | Sell |
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|
2021
Q1 | $747K | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $932K | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $913K | Buy |
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