Dakota 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
$11.8M Buy
2025
Q1
$8.86M Buy
2024
Q2
Sell
2024
Q1
$224K Sell
2023
Q4
$262K Sell
2023
Q3
$375K Sell
2023
Q2
$5.03M Buy
2022
Q4
Sell
2022
Q3
$365K Sell
2022
Q2
$3.32M Buy
2022
Q1
$582K Buy
2021
Q4
$452K Sell
2021
Q3
$453K Buy
2020
Q1
Sell
2019
Q4
$213K Buy
2019
Q3
$217K Buy