Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
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2025
Q1 | $7.1M | Sell |
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|
2024
Q4 | $8.3M | Buy |
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|
2024
Q3 | $7.88M | Buy |
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|
2024
Q2 | $4.6M | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $477K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $261K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Buy |
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