Copia 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
$113K Buy
1,285
+455
+55% +$40.2K 0.1% 118
2025
Q1
$75.6K Buy
830
+803
+2,974% +$73.1K 0.07% 131
2024
Q4
$2.36K Buy
+27
New +$2.36K ﹤0.01% 352