Merkkuri Wealth Advisors’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
Q1
Sell
-3,385
Closed -$296K 87
2024
Q4
$296K Buy
3,385
+578
+21% +$50.5K 0.23% 70
2024
Q3
$275K Sell
2,807
-69
-2% -$6.77K 0.22% 73
2024
Q2
$264K Buy
+2,876
New +$264K 0.24% 69