Heritage Family Offices’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	$237K	Hold	2,628	–	–	0.12%	154
2025 Q1	$239K	Buy	2,628 +118	+5%	+$10.7K	0.12%	152
2024 Q4	$219K	Buy	2,510 +160	+7%	+$14K	0.11%	172
2024 Q3	$231K	Buy	+2,350	New	+$231K	0.12%	162