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SpringVest Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SpringVest Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$306K Sell
3,462
-7,015
-67% -$619K 0.25% 50
2025
Q1 		$954K Sell
10,477
-310
-3% -$28.2K 0.79% 23
2024
Q4 		$942K Buy
+10,787
New +$942K 0.81% 22