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Sovran Advisors’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
$9.35M Sell
108,628
-2,277
-2% -$196K 0.98% 23
2025
Q1
$9.71M Sell
110,905
-4,034
-4% -$353K 1.26% 12
2024
Q4
$9.8M Buy
+114,939
New +$9.8M 1.4% 12