Ethos Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2025
Q1
$764K Sell
2024
Q4
$857K Sell
2024
Q3
$9.03M Buy
2024
Q2
$8.19M Buy
2024
Q1
$7.97M Buy
2023
Q4
$7.88M Buy
2023
Q3
$367K Buy