AFW
TLT icon

Avantra Family Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Avantra Family Wealth’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,349
Closed -$205K – 167
2024
Q4 		$205K Buy
+2,349
New +$205K 0.19% 148