Davies Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Davies Financial Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45M	Sell
2025 Q2	$1.49M	Buy
2024 Q3	–	Sell
2024 Q2	$334K	Sell
2024 Q1	$3.4M	Buy