Beacon Financial Advisory’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
Q3
$204K Buy
2025
Q2
Sell
2025
Q1
$233K Sell
2024
Q4
$317K Sell
2024
Q3
$503K Buy
2024
Q2
$345K Sell
2024
Q1
$426K Buy
2023
Q4
$307K Sell
2023
Q3
$280K Buy