LRI 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
Hold
0
1303
2025
Q1
Sell
-470
Closed -$41K 1251
2024
Q4
$41K Hold
470
﹤0.01% 550
2024
Q3
$42.5K Hold
470
﹤0.01% 532
2024
Q2
$43.1K Buy
+470
New +$43.1K ﹤0.01% 494