SlateStone Wealth’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
Q3
$16.8M Buy
2025
Q2
$16.4M Sell
2025
Q1
$18M Buy
2024
Q4
$13.4M Sell
2024
Q3
$16.4M Buy
2024
Q2
$14.4M Buy
2024
Q1
$14.3M Buy
2023
Q4
$14.6M Buy
2023
Q3
$13.1M Buy
2023
Q2
$13.2M Buy
2023
Q1
$3.85M Buy
2022
Q4
$1.74M Buy
2022
Q3
$1.54M Buy
2022
Q2
$762K Buy
2020
Q2
Sell
2020
Q1
$272K Buy