Whitney & Co’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
2023
Q2
Sell
2023
Q1
$224K Sell
2022
Q4
$227K Sell
2022
Q3
$454K Sell
2022
Q2
$1.45M Sell
2022
Q1
$1.94M Buy
2021
Q4
$215K Sell
2021
Q3
$211K Sell
2021
Q2
$236K Sell
2021
Q1
$1.49M Sell
2020
Q4
$14.4M Buy
2020
Q3
$7.58M Buy
2020
Q2
$7.38M Buy