Power Wealth Management’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
Sell
-2,206
Closed -$201K 93
2025
Q1
$201K Sell
2,206
-1,746
-44% -$159K 0.08% 83
2024
Q4
$345K Sell
3,952
-379
-9% -$33.1K 0.14% 74
2024
Q3
$425K Sell
4,331
-212
-5% -$20.8K 0.18% 67
2024
Q2
$417K Sell
4,543
-3,171
-41% -$291K 0.2% 74
2024
Q1
$730K Buy
7,714
+68
+0.9% +$6.43K 0.46% 48
2023
Q4
$756K Buy
+7,646
New +$756K 0.53% 39