LGT Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$967K Buy
2025
Q1
$885K Buy
2024
Q4
$776K Buy
2024
Q3
$800K Buy
2024
Q2
$591K Buy
2024
Q1
$504K Buy
2023
Q4
$369K Buy
2023
Q3
$160K Buy
2023
Q2
$75.4K Buy
2023
Q1
Sell
2022
Q4
$9.21K Buy