Pinnacle Wealth Planning Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
2025
Q1
$679K Buy
2024
Q4
$629K Buy
2021
Q1
Sell
2020
Q4
$1K Buy