HWA
TLT icon

Heritage Wealth Architects’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heritage Wealth Architects’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
15,937
-11,525
-42% -$1.02M 1.04% 20
2025
Q1 		$2.5M Buy
+27,462
New +$2.5M 2.43% 9