Partners Capital Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-175,832
Closed -$16M 177
2025
Q1
$16M Buy
175,832
+43,399
+33% +$3.95M 0.27% 47
2024
Q4
$11.6M Buy
+132,433
New +$11.6M 0.32% 40