Spectrum Asset Management (California)’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
$748K Hold
2025
Q2
$739K Hold
2025
Q1
$762K Hold
2024
Q4
$731K Hold
2024
Q3
$821K Hold
2024
Q2
$768K Hold
2024
Q1
$792K Hold
2023
Q4
$828K Sell
2023
Q3
$796K Buy
2023
Q2
$656K Buy
2022
Q3
Sell
2022
Q2
$215K Hold
2022
Q1
$248K Buy