Summit Financial Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$519K	Buy
2025 Q2	$462K	Buy
2025 Q1	$319K	Hold
2024 Q4	$309K	Hold
2024 Q3	$343K	Hold
2024 Q2	$321K	Buy
2024 Q1	–	Sell
2023 Q4	$203K	Buy