Delos Wealth Advisors’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
$607K Buy
2025
Q2
$140K Buy
2025
Q1
Sell
2024
Q4
$57.3K Sell
2024
Q3
$2.43M Buy
2024
Q2
$2.02M Buy
2024
Q1
$1.75M Buy
2023
Q4
$73.7K Buy
2023
Q3
$44.9K Buy
2023
Q2
$10.3K Buy
2022
Q4
Sell
2022
Q3
$13K Buy
2022
Q2
$11K Buy