Horst & Graben 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
Q3
$11.7M Buy
2025
Q2
$11.4M Buy
2025
Q1
$10.5M Sell
2024
Q4
$16.3M Sell
2024
Q3
$18.6M Sell
2024
Q2
$18.7M Buy
2024
Q1
$18M Sell
2023
Q4
$21.1M Buy
2023
Q3
$18.3M Buy
2023
Q2
$9.5M Buy
2023
Q1
$8.13M Buy
2022
Q4
$326K Buy
2022
Q3
Sell
2022
Q2
$348K Sell
2022
Q1
$452K Sell
2021
Q4
$527K Sell
2021
Q3
$617K Sell
2021
Q2
$869K Sell
2021
Q1
$6.92M Sell
2020
Q4
$8.27M Buy
2020
Q3
$8.34M Buy