Miller Financial Services’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
$2.13M Buy
24,140
+3,688
+18% +$325K 2.72% 8
2025
Q1
$1.86M Sell
20,452
-13,180
-39% -$1.2M 2.68% 7
2024
Q4
$2.94M Buy
+33,632
New +$2.94M 2.48% 5