Intellectus Partners’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
$356K Buy
2025
Q1
$317K Buy
2024
Q4
$302K Buy
2021
Q1
Sell
2020
Q4
$248K Buy
2018
Q3
Sell
2018
Q2
$49K Hold
2018
Q1
$49K Hold
2017
Q4
$51K Hold
2017
Q3
$50K Buy