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Synergy Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Synergy Investment Management’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-96,682
Closed -$8.8M – 519
2025
Q1 		$8.8M Buy
96,682
+15,889
+20% +$1.45M 3.67% 5
2024
Q4 		$7.06M Buy
+80,793
New +$7.06M 3.03% 6