Summa Corp’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
-4,850
Closed -$424K 65
2024
Q4
$424K Hold
4,850
0.21% 45
2024
Q3
$476K Buy
+4,850
New +$476K 0.23% 42