Aprio Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aprio Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$207K	Sell
2025 Q1	$258K	Buy
2024 Q2	–	Sell
2024 Q1	$796K	Hold
2023 Q4	$832K	Sell
2023 Q3	$6.56M	Buy
2023 Q2	$787K	Buy