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

Kingswood 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 Q3	$2.16M	Sell
2025 Q2	$2.15M	Sell
2025 Q1	$3.39M	Buy
2024 Q4	$1.04M	Sell
2024 Q3	$3.6M	Buy
2024 Q2	$1.71M	Buy
2024 Q1	$289K	Sell
2023 Q4	$399K	Buy
2023 Q3	$229K	Buy