Mather Group’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
$316K Buy
2025
Q2
$302K Hold
2025
Q1
$312K Sell
2024
Q4
$341K Buy
2024
Q3
Sell
2024
Q2
$22.1K Buy
2024
Q1
$2.08K Buy
2020
Q2
Sell
2020
Q1
$1.45M Buy
2019
Q4
$955K Buy