TPB Wealth Advisors’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
2023
Q1
$26.3M Buy
2022
Q4
$16.5M Sell
2022
Q3
$33.6M Buy
2022
Q2
$26.8M Buy
2022
Q1
$30.8M Buy
2021
Q4
$25.5M Buy
2021
Q3
$13.4M Buy
2021
Q2
$10.9M Buy
2021
Q1
$7M Sell
2020
Q4
$8.46M Buy