OPCM
Osborne Partners Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
214,168
+9,672
| +5% | +$854K | 1.01% | 23 |
|
|
2025
Q1 | $18.6M | Buy |
204,496
+17,354
| +9% | +$1.58M | 1.07% | 22 |
|
|
2024
Q4 | $16.3M | Buy |
187,142
+5,124
| +3% | +$447K | 0.95% | 25 |
|
|
2024
Q3 | $17.9M | Sell |
182,018
-431
| -0.2% | -$42.3K | 1.01% | 24 |
|
|
2024
Q2 | $16.7M | Buy |
182,449
+6,819
| +4% | +$626K | 1% | 26 |
|
|
2024
Q1 | $16.6M | Buy |
175,630
+11,325
| +7% | +$1.07M | 1.02% | 27 |
|
|
2023
Q4 | $16.2M | Buy |
+164,305
| New | +$16.2M | 1.06% | 24 |
|
|
2023
Q3 | – | Sell |
-2,360
| Closed | -$243K | – | 208 |
|
|
2023
Q2 | $243K | Sell |
2,360
-180
| -7% | -$18.5K | 0.02% | 190 |
|
|
2023
Q1 | $270K | Sell |
2,540
-780
| -23% | -$83K | 0.02% | 184 |
|
|
2022
Q4 | $331K | Buy |
+3,320
| New | +$331K | 0.03% | 169 |
|