Gallagher Fiduciary Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
+2,760
New +$244K 0.01% 279
2025
Q1
Sell
-5,108
Closed -$446K 334
2024
Q4
$446K Buy
+5,108
New +$446K 0.09% 159