Intergy Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.42M Buy
2025
Q2
$3.21M Buy
2025
Q1
$3.27M Buy
2024
Q4
$3.13M Buy
2024
Q3
$3.4M Buy
2024
Q2
$3.11M Buy
2024
Q1
$1.27M Buy
2022
Q2
Sell
2022
Q1
$1.64M Buy
2021
Q4
$937K Buy