LifePlan Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LifePlan Investment Advisors’s Portfolio TLT Stock Details TLT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$475K	Sell
2024 Q3	$568K	Sell
2024 Q2	$546K	Buy
2024 Q1	$518K	Sell
2023 Q4	$613K	Buy
2023 Q3	$470K	Buy