Ridgeline Wealth’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
-2,531
Closed -$230K 58
2025
Q1
$230K Sell
2,531
-300
-11% -$27.3K 0.2% 47
2024
Q4
$247K Buy
+2,831
New +$247K 0.2% 50