Shepherd Kaplan Krochuk’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 | $3.99M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $4.4M | Sell |
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|
2022
Q3 | $5.9M | Sell |
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|
2022
Q2 | $7.84M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $660K | Sell |
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $728K | Sell |
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|
2015
Q4 | $841K | Sell |
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|
2015
Q3 | $1.11M | Sell |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.18M | Buy |
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|
2014
Q2 | $1M | Buy |
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|
2014
Q1 | $893K | Buy |
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|
2013
Q4 | $449K | Sell |
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|
2013
Q3 | $537K | Buy |
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|
2013
Q2 | $513K | Buy |
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