Perigon Wealth 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
Q3 | $8.71M | Sell |
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|
2025
Q2 | $9.17M | Sell |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $4.16M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $911K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $666K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $892K | Sell |
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|
2018
Q4 | $991K | Sell |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $767K | Sell |
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|
2018
Q1 | $805K | Sell |
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|
2017
Q4 | $891K | Buy |
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|
2017
Q3 | $683K | Buy |
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|
2017
Q2 | $674K | Buy |
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|
2017
Q1 | $588K | Buy |
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|
2016
Q4 | $538K | Buy |
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|
2016
Q3 | $126K | Buy |
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|
2016
Q2 | $93K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $508K | Buy |
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|
2015
Q2 | $483K | Sell |
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|
2015
Q1 | $567K | Sell |
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|
2014
Q4 | $1.23M | Sell |
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|
2014
Q3 | $1.18M | Sell |
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|
2014
Q2 | $1.68M | Buy |
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