Herold 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
Q2 | $639K | Buy |
|
|||||
|
2025
Q1 | $485K | Sell |
|
|||||
|
2024
Q4 | $495K | Sell |
|
|||||
|
2024
Q3 | $592K | Buy |
|
|||||
|
2024
Q2 | $403K | Buy |
|
|||||
|
2024
Q1 | $340K | Sell |
|
|||||
|
2023
Q4 | $363K | Sell |
|
|||||
|
2023
Q3 | $354K | Buy |
|
|||||
|
2023
Q2 | $351K | Hold |
|
|||||
|
2023
Q1 | $363K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $13.2K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $14K | Buy |
|