Centerline Wealth Advisors’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
$5.93M Buy
67,159
+12,399
+23% +$1.09M 2.91% 16
2025
Q1
$4.98M Buy
54,760
+2,866
+6% +$261K 2.97% 15
2024
Q4
$4.53M Buy
+51,894
New +$4.53M 2.66% 16