Goelzer Investment 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
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.38M | Buy |
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2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $11.5M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $8.81M | Buy |
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|
2022
Q3 | $7.92M | Buy |
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|
2022
Q2 | $6.26M | Buy |
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|
2022
Q1 | $7.09M | Buy |
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|
2021
Q4 | $7.34M | Buy |
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|
2021
Q3 | $6.37M | Buy |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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