Heartwood Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heartwood Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.41M	Buy
2025 Q2	$9.13M	Buy
2025 Q1	$9.35M	Buy
2024 Q4	$7.72M	Sell
2024 Q3	$8.68M	Buy
2024 Q2	$8.04M	Buy
2024 Q1	$8.15M	Buy
2023 Q4	$7.9M	Buy