Safe Harbor Fiduciary’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
$2.54M Buy
28,809
+4,350
+18% +$384K 2.38% 11
2025
Q1
$2.23M Buy
+24,459
New +$2.23M 2.3% 10
2024
Q4
Sell
-128
Closed -$12.6K 219
2024
Q3
$12.6K Buy
+128
New +$12.6K 0.01% 129