Meridian Financial 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
Q3 | $237K | Sell |
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2025
Q2 | $393K | Sell |
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2025
Q1 | $645K | Sell |
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|
2024
Q4 | $1.62M | Sell |
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2024
Q3 | $4.89M | Sell |
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|
2024
Q2 | $4.73M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.21M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $624K | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.64M | Buy |
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