Moneta Group Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Moneta Group Investment Advisors’s Portfolio TLT Stock Details TLT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$310K	Buy
2024 Q4	–	Sell
2024 Q3	$398K	Buy
2024 Q1	–	Sell
2023 Q4	$671K	Buy
2023 Q3	–	Sell
2023 Q2	$218K	Sell
2023 Q1	$302K	Buy