HeadInvest LLC’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
$940K Hold
10,657
0.2% 96
2025
Q1
$970K Buy
10,657
+50
+0.5% +$4.55K 0.19% 100
2024
Q4
$926K Buy
10,607
+330
+3% +$28.8K 0.17% 101
2024
Q3
$1.01M Buy
10,277
+2,547
+33% +$250K 0.19% 92
2024
Q2
$709K Buy
+7,730
New +$709K 0.14% 113