Venturi Wealth Management’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 | $553K | Buy |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $7.41M | Buy |
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|
2024
Q1 | $7.31M | Buy |
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|
2023
Q4 | $7.11M | Sell |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $9.22M | Buy |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $45.4M | Buy |
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|
2021
Q3 | $24.5M | Buy |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $689K | Sell |
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|
2020
Q3 | $18.4M | Sell |
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|
2020
Q2 | $19.2M | Sell |
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|
2020
Q1 | $25.2M | Sell |
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|
2019
Q4 | $26.3M | Buy |
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|
2019
Q3 | $27.7M | Buy |
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|
2019
Q2 | $22.8M | Buy |
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|
2019
Q1 | $21.1M | Sell |
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|
2018
Q4 | $47.3M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $415K | Sell |
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|
2017
Q4 | $2.8M | Sell |
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|
2017
Q3 | $5.2M | Sell |
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|
2017
Q2 | $6.07M | Buy |
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|
2017
Q1 | $2.84M | Buy |
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