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Crown Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Crown Wealth Group’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,500
Closed -$480K – 122
2024
Q4 		$480K Buy
+5,500
New +$480K 0.2% 61