5T Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Sell
4,853
-7,592
-61% -$670K 0.2% 83
2025
Q1
$1.13M Sell
12,445
-7,834
-39% -$713K 0.61% 45
2024
Q4
$1.77M Buy
+20,279
New +$1.77M 0.97% 32