Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legacy Financial Group (Iowa)’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
Q1 		– Sell
2024
Q4 		$2.6M Buy
2024
Q3 		$2.43M Sell
2024
Q2 		$2.98M Buy
2024
Q1 		$3.03M Buy
2023
Q4 		– Sell
2023
Q3 		$2.93M Buy