FullCircle Wealth’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
$272K Buy
+3,088
New +$272K 0.1% 211
2025
Q1
Sell
-8,887
Closed -$788K 264
2024
Q4
$788K Buy
8,887
+1,537
+21% +$136K 0.32% 100
2024
Q3
$675K Sell
7,350
-1,106
-13% -$102K 0.3% 108
2024
Q2
$774K Buy
+8,456
New +$774K 0.38% 90