GeoWealth 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 | $3.4M | Sell |
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2025
Q1 | $3.97M | Buy |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $4.32M | Buy |
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|
2024
Q2 | $3.46M | Sell |
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|
2024
Q1 | $5.3M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $5.41M | Sell |
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|
2022
Q4 | $5.42M | Sell |
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|
2022
Q3 | $6.29M | Buy |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $8.18M | Buy |
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|
2020
Q3 | $541K | Sell |
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|
2020
Q2 | $612K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.19M | Buy |
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