Private Client Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Private Client Services’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.11M	Buy
2025 Q2	$3.83M	Sell
2025 Q1	$4.25M	Buy
2024 Q4	$3.87M	Buy
2024 Q3	$4.18M	Buy
2024 Q2	$2.46M	Sell
2024 Q1	$2.84M	Buy
2023 Q4	$1.91M	Buy