D.B. Root & Company’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
$607K Buy
2025
Q1
$571K Buy
2024
Q4
$535K Buy
2024
Q3
Sell
2024
Q2
$397K Buy
2024
Q1
$400K Buy
2023
Q4
$300K Sell
2023
Q3
$411K Buy
2020
Q4
Sell
2020
Q3
$321K Buy
2020
Q1
Sell
2019
Q4
$704K Buy
2019
Q3
$209K Buy
2019
Q2
Sell
2019
Q1
$796K Buy
2018
Q4
$681K Buy
2018
Q3
$610K Buy