Golden State 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
$375K Sell
2025
Q1
$579K Buy
2024
Q4
$529K Buy
2022
Q1
$521K Buy
2021
Q4
$522K Sell
2021
Q3
$511K Buy
2021
Q2
$492K Sell
2021
Q1
$470K Sell
2020
Q4
$583K Buy
2020
Q3
$482K Buy
2020
Q2
Sell
2020
Q1
$122K Buy
2019
Q4
Sell
2019
Q3
$163K Buy
2019
Q2
$77K Buy