Pathstone Family Office’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
2023
Q3
Sell
2023
Q2
$404K Sell
2023
Q1
$461K Buy
2022
Q4
Sell
2022
Q3
$512K Buy
2022
Q2
$287K Buy
2013
Q3
Sell
2013
Q2
$2K Buy