Shared Vision Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Shared Vision Wealth Group’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 Q2	$804K	Sell
2025 Q1	$1.14M	Sell
2024 Q4	$2.55M	Buy
2024 Q3	$2.62M	Sell
2024 Q2	$2.86M	Sell
2024 Q1	$3.03M	Sell
2023 Q4	$4.49M	Buy