LifeWealth Investments’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	$5.77M	Buy	65,433 +13,582	+26%	+$1.2M	1.87%	14
2025 Q1	$4.72M	Buy	51,851 +10,221	+25%	+$930K	1.93%	11
2024 Q4	$3.64M	Buy	+41,630	New	+$3.64M	2.41%	6