Osborne Partners Capital 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
Q2 | $18.9M | Buy |
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2025
Q1 | $18.6M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $17.9M | Sell |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $16.6M | Buy |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $331K | Buy |
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