IAG
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Ipsen Advisor Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ipsen Advisor Group’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 		$213K Sell
2,417
-122
-5% -$10.8K 0.16% 96
2025
Q1 		$231K Sell
2,539
-140
-5% -$12.7K 0.2% 86
2024
Q4 		$234K Buy
+2,679
New +$234K 0.2% 84
2022
Q4 		$222K Buy
+2,234
New +$222K 0.26% 95