Focus Partners Wealth
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Focus Partners Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Focus Partners Wealth’s Portfolio TLT Stock Details TLT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11.7M Buy
2025
Q2 		$6.11M Sell
2025
Q1 		$15.1M Buy
2024
Q4 		$8.79M Buy
2024
Q3 		$5.54M Sell
2024
Q2 		$5.23M Buy
2024
Q1 		$2.62M Buy
2023
Q4 		$2.53M Buy