TrinityPoint 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
2024
Q4
$2.54M Sell
2024
Q3
$3.57M Sell
2024
Q2
$3.35M Buy
2024
Q1
$3.31M Sell
2023
Q4
$3.59M Buy
2023
Q3
$2.78M Sell
2023
Q2
$3.28M Buy
2023
Q1
$3.13M Buy
2022
Q4
$1.96M Buy
2022
Q3
$2.01M Buy
2022
Q2
$902K Buy
2020
Q1
Sell
2019
Q4
$877K Buy
2019
Q3
$862K Buy
2019
Q2
$793K Buy