Kovitz Investment Group Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-195,921
| Closed | -$17.8M | – | 1388 |
|
|
2025
Q1 | $17.8M | Buy |
195,921
+94,468
| +93% | +$8.6M | 0.09% | 187 |
|
|
2024
Q4 | $8.89M | Sell |
101,453
-139,292
| -58% | -$12.2M | 0.04% | 291 |
|
|
2024
Q3 | $23.6M | Buy |
240,745
+120,434
| +100% | +$11.8M | 0.17% | 113 |
|
|
2024
Q2 | $11.1M | Buy |
+120,311
| New | +$11.1M | 0.09% | 164 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 416 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 406 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 401 |
|