FORM Wealth 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
$13.1M Buy
148,747
+48,550
+48% +$4.28M 1.59% 12
2025
Q1
$9.12M Buy
+100,197
New +$9.12M 1.24% 16