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Navis Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Navis Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$472K Hold
5,346
– – 0.4% 55
2025
Q1 		$487K Buy
+5,346
New +$487K 0.48% 48