WealthPlan Investment 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
Q3 | $2.07M | Sell |
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|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $1.89M | Hold |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q1 | $2.16M | Buy |
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