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Kaizen Financial Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
+3,531
New +$312K 0.16% 111
2025
Q1
Sell
-3,727
Closed -$325K 149
2024
Q4
$325K Buy
3,727
+435
+13% +$38K 0.18% 93
2024
Q3
$323K Buy
+3,292
New +$323K 0.19% 93