Insigneo Advisory Services’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
$4.05M Buy
45,945
+18,672
+68% +$1.65M 0.35% 47
2025
Q1
$2.48M Buy
27,273
+3,549
+15% +$323K 0.26% 76
2024
Q4
$2.07M Sell
23,724
-3,186
-12% -$278K 0.21% 89
2024
Q3
$2.64M Sell
26,910
-7,540
-22% -$740K 0.27% 74
2024
Q2
$3.4M Buy
+34,450
New +$3.4M 0.38% 44