Triad Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$591K Buy
2025
Q2
$390K Buy
2025
Q1
$210K Sell
2024
Q4
$2.88M Buy
2024
Q3
$1.2M Buy
2024
Q2
$9.2K Buy