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

IBEX 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 Q2	$1M	Sell
2025 Q1	$1.04M	Buy
2024 Q4	$990K	Buy
2019 Q3	–	Sell
2019 Q2	$89K	Buy