Perennial Investment Advisors’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
$12.5M Buy
2025
Q1
$7.19M Buy
2024
Q4
$481K Sell
2024
Q3
$553K Sell
2024
Q2
$787K Buy
2024
Q1
$233K Sell
2023
Q4
$295K Buy
2023
Q3
$246K Buy