NorthCrest Asset Manangement’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
Sell
-3,700
Closed -$337K 657
2025
Q1
$337K Hold
3,700
0.01% 490
2024
Q4
$323K Sell
3,700
-72
-2% -$6.29K 0.01% 470
2024
Q3
$370K Buy
+3,772
New +$370K 0.01% 445