Northeast Planning Associates NH’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
$4.58M Sell
51,941
-1,797
-3% -$159K 4.22% 7
2025
Q1
$4.89M Buy
53,738
+575
+1% +$52.3K 4.06% 8
2024
Q4
$4.64M Buy
+53,163
New +$4.64M 4.81% 7