Robertson Stephens 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
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $756K | Sell |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $939K | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $8.46M | Buy |
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|
2022
Q3 | $656K | Buy |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $5.89M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $558K | Sell |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.71M | Sell |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $2.57M | Buy |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $5.47M | Sell |
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|
2019
Q1 | $5.36M | Buy |
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|
2018
Q4 | $3.22M | Buy |
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