WBH Advisory’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 |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $2.36M | Buy |
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