Maridea Wealth Management’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
$747K Sell
8,461
-25,124
-75% -$2.22M 0.19% 99
2025
Q1
$3.06M Buy
33,585
+11,588
+53% +$1.05M 1% 18
2024
Q4
$1.92M Buy
+21,997
New +$1.92M 0.62% 28