ShoreHaven Wealth 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
Q2 | $10.4M | Buy |
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|
2025
Q1 | $7.75M | Buy |
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|
2024
Q4 | $7.21M | Sell |
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|
2024
Q3 | $9.12M | Buy |
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|
2024
Q2 | $7.47M | Buy |
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|
2024
Q1 | $6.95M | Buy |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $5.8M | Buy |
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|
2023
Q2 | $5.84M | Sell |
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|
2023
Q1 | $6.31M | Buy |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $6.5M | Buy |
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|
2022
Q2 | $5.01M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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