ProVise Management Group’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
2024
Q1
Sell
2023
Q4
$435K Sell
2023
Q3
$454K Sell
2023
Q2
$1M Buy
2022
Q2
Sell
2022
Q1
$2.29M Buy
2021
Q3
Sell
2021
Q2
$1.21M Sell
2021
Q1
$1.26M Sell
2020
Q4
$1.74M Buy
2020
Q3
$604K Buy