HighMark Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HighMark Wealth Management’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	$3.14M	Sell
2025 Q2	$3.13M	Buy
2024 Q4	–	Sell
2024 Q3	$1.54M	Buy
2024 Q2	$1.06M	Buy
2024 Q1	$1M	Buy
2023 Q4	$645K	Buy