Summit Global Investments’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
$820K Sell
2025
Q1
$1.48M Sell
2024
Q4
$13.2M Buy
2024
Q3
$14M Buy
2024
Q2
$12M Buy
2024
Q1
$11.1M Buy
2023
Q1
Sell
2022
Q4
$2.61M Buy
2022
Q1
Sell
2021
Q4
$226K Buy
2021
Q3
$206K Sell
2021
Q2
$209K Sell
2021
Q1
$137M Buy