LaSalle St. Investment Advisors’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
Sell
-2,532
Closed -$230K 351
2025
Q1
$230K Sell
2,532
-4,779
-65% -$434K 0.05% 272
2024
Q4
$638K Sell
7,311
-12,109
-62% -$1.06M 0.2% 102
2024
Q3
$1.91M Buy
+19,420
New +$1.91M 0.75% 25