Morling Financial 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 Q2	$91.4K	Buy	1,036 +12	+1%	+$1.06K	0.03%	80
2025 Q1	$93.2K	Buy	1,024 +7	+0.7%	+$637	0.03%	91
2024 Q4	$88.9K	Buy	1,017 +14	+1%	+$1.22K	0.03%	87
2024 Q3	$98.4K	Buy	+1,003	New	+$98.4K	0.04%	78