Wakefield Asset 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
Sell
2025
Q1
$2.97M Buy
2024
Q4
$1.52M Sell
2024
Q3
$1.71M Buy
2024
Q2
$1.59M Buy
2024
Q1
$785K Buy
2023
Q4
$797K Buy
2023
Q1
Sell
2022
Q4
$779K Buy
2022
Q3
Sell
2022
Q2
$1.64M Sell
2022
Q1
$2.3M Buy