SoftVest 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
-177,000
Closed -$15.5M 6
2024
Q4
$15.5M Buy
+177,000
New +$15.5M 1.56% 3
2023
Q1
Hold
0
4
2022
Q4
Hold
0
4
2022
Q3
Hold
0
4
2022
Q2
Hold
0
5