Richardson Financial Services’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
Q1
Sell
-342
Closed -$29.9K 635
2024
Q4
$29.9K Buy
+342
New +$29.9K 0.02% 303
2024
Q1
Sell
-4
Closed -$396 641
2023
Q4
$396 Buy
+4
New +$396 ﹤0.01% 373