Stokes Family Office’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 | $330K | Sell |
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2025
Q1 | $606K | Buy |
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|
2024
Q4 | $245K | Sell |
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2024
Q3 | $429K | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $910K | Sell |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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