Worth Asset 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
Q4
$6.65M Buy
2025
Q1
Sell
2024
Q4
$1.96M Sell
2024
Q3
$10.3M Buy
2024
Q1
Sell
2023
Q4
$299K Buy
2023
Q3
Sell
2023
Q2
$274K Sell
2023
Q1
$364K Buy
2022
Q4
$69.7K Buy
2022
Q3
Sell
2022
Q2
$43K Hold
2022
Q1
$44K Buy