Davies Financial 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	$1.49M	Buy	+16,902	New	+$1.49M	1.16%	20
2024 Q3	–	Sell	-3,641	Closed	-$334K	–	79
2024 Q2	$334K	Sell	3,641 -32,269	-90%	-$2.96M	0.31%	54
2024 Q1	$3.4M	Buy	+35,910	New	+$3.4M	3.47%	7