Stonehaven Wealth & Tax Solutions’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
Q2
$2.45M Sell
27,724
-126
-0.5% -$11.1K 2.39% 10
2025
Q1
$2.54M Buy
27,850
+11,257
+68% +$1.02M 2.68% 10
2024
Q4
$1.45M Buy
+16,593
New +$1.45M 1.58% 18