RCS Financial Planning’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
Q4
$252K Buy
2025
Q1
Sell
2024
Q4
$588K Buy
2024
Q3
$658K Sell
2024
Q2
$745K Buy
2024
Q1
$708K Sell
2023
Q4
$1.31M Buy
2023
Q3
$782K Buy