Coordinated Financial Services’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
$322K Sell
3,643
-300
-8% -$26.5K 0.22% 114
2025
Q1
$359K Sell
3,943
-405
-9% -$36.9K 0.28% 100
2024
Q4
$380K Buy
+4,348
New +$380K 0.3% 94
2024
Q2
$369K Buy
4,020
+484
+14% +$44.4K 0.32% 87
2024
Q1
$335K Buy
+3,536
New +$335K 0.29% 83