Northstar Financial Companies’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
$212K Sell
2,400
-3,530
-60% -$312K 0.22% 95
2025
Q1
$540K Sell
5,930
-90
-1% -$8.19K 0.59% 45
2024
Q4
$526K Buy
+6,020
New +$526K 0.5% 46