Signature Estate & Investment Advisors’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
Q1
Sell
-4,661
Closed -$407K 580
2024
Q4
$407K Sell
4,661
-1,702
-27% -$149K 0.01% 369
2024
Q3
$624K Buy
6,363
+1,919
+43% +$188K 0.01% 280
2024
Q2
$408K Buy
+4,444
New +$408K 0.01% 326