Occidental Asset 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 | $14.7M | Buy |
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|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $269K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $337K | Buy |
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