Western Financial Corp’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
$1.4M Sell
2025
Q2
$1.4M Buy
2025
Q1
$1.39M Sell
2024
Q4
$1.6M Buy
2024
Q3
$1.57M Buy
2024
Q2
$213K Sell
2024
Q1
$228K Sell
2023
Q4
$418K Buy
2023
Q3
$359K Buy