Granite Bay Wealth Management’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
$13.7M Buy
155,642
+22,538
+17% +$1.99M 4.41% 8
2025
Q1
$12.1M Buy
133,104
+20,793
+19% +$1.89M 4.21% 8
2024
Q4
$9.81M Buy
+112,311
New +$9.81M 3.63% 9