Everstar Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
15,508
+677
+5% +$59.7K 0.83% 26
2025
Q1
$1.35M Sell
14,831
-4,529
-23% -$412K 0.89% 23
2024
Q4
$1.69M Buy
19,360
+714
+4% +$62.4K 1.2% 18
2024
Q3
$1.83M Buy
+18,646
New +$1.83M 1.25% 17