Bernard Wealth Management’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
Sell
-50
Closed -$4.55K 389
2025
Q1
$4.55K Hold
50
﹤0.01% 257
2024
Q4
$4.37K Buy
+50
New +$4.37K ﹤0.01% 243