SWP
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Sagespring Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.95M Sell
78,726
-284,205
-78% -$25.1M 0.15% 80
2025
Q1
$33M Buy
362,931
+70,968
+24% +$6.46M 0.83% 25
2024
Q4
$25.5M Buy
+291,963
New +$25.5M 0.67% 32