Wooster Corthell Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $8.03M | Buy |
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|
2024
Q4 | $6.61M | Buy |
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|
2024
Q3 | $6.51M | Sell |
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|
2024
Q2 | $6.52M | Sell |
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|
2024
Q1 | $6.85M | Buy |
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|
2023
Q4 | $6.95M | Buy |
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|
2023
Q3 | $5.58M | Buy |
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|
2023
Q2 | $5.69M | Buy |
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|
2023
Q1 | $5.69M | Buy |
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|
2022
Q4 | $5.28M | Buy |
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|
2022
Q3 | $5.02M | Buy |
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|
2022
Q2 | $5.48M | Sell |
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|
2022
Q1 | $8M | Buy |
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|
2021
Q4 | $8.72M | Buy |
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|
2021
Q3 | $8.22M | Buy |
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|
2021
Q2 | $8.18M | Buy |
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|
2021
Q1 | $6.7M | Buy |
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|
2020
Q4 | $6.89M | Buy |
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|
2020
Q3 | $6.43M | Buy |
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|
2020
Q2 | $6.04M | Sell |
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|
2020
Q1 | $6.28M | Buy |
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