Shepherd Financial Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $205K | Sell |
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2024
Q3 | $286K | Sell |
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2024
Q2 | $497K | Sell |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $20.1M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $409K | Sell |
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|
2022
Q1 | $4.85M | Sell |
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|
2021
Q4 | $6.71M | Sell |
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|
2021
Q3 | $6.62M | Sell |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $1.8M | Sell |
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|
2020
Q3 | $16M | Buy |
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|
2020
Q2 | $14.1M | Buy |
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