Rooted Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rooted Wealth Advisors’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	$821K	Buy
2025 Q2	$707K	Buy
2025 Q1	$673K	Sell
2024 Q4	$627K	Buy
2024 Q3	$635K	Sell
2024 Q2	$680K	Buy
2024 Q1	$612K	Buy
2023 Q4	$589K	Buy
2023 Q2	–	Sell
2023 Q1	$512K	Buy
2022 Q4	$446K	Buy