Park Square Financial Group’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
$78.3K Sell
887
-880
-50% -$77.7K 0.06% 234
2025
Q1
$161K Buy
1,767
+661
+60% +$60.2K 0.13% 110
2024
Q4
$96.6K Buy
+1,106
New +$96.6K 0.07% 187