West Family Investments’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
$13.5M Buy
2025
Q1
$12.4M Sell
2024
Q4
$10.3M Buy
2024
Q3
$11.5M Hold
2024
Q2
$10.8M Buy
2024
Q1
$8.41M Hold
2023
Q4
$8.7M Hold
2023
Q3
$7.62M Buy
2023
Q2
Sell
2023
Q1
$8.83M Hold
2022
Q4
$8.22M Buy
2022
Q1
Sell
2021
Q4
$10.6M Buy
2021
Q3
$10.3M Buy