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SFG Wealth Management’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
Sell
-10,972
Closed -$999K 123
2025
Q1
$999K Sell
10,972
-1,000
-8% -$91K 0.49% 43
2024
Q4
$1.05M Buy
+11,972
New +$1.05M 0.55% 30