PFWA
TLT icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
31,467
+2,493
+9% +$220K 1.28% 20
2025
Q1
$2.64M Buy
28,974
+3,096
+12% +$282K 1.31% 19
2024
Q4
$2.26M Buy
+25,878
New +$2.26M 1.1% 24