4A
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4Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

4Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Sell
17,535
-3,162
-15% -$279K 1.57% 14
2025
Q1 		$1.88M Buy
20,697
+6,486
+46% +$590K 2.05% 11
2024
Q4 		$1.24M Buy
+14,211
New +$1.24M 1.24% 20