TrueMark Investments’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
Sell
-3,528
Closed -$321K 213
2025
Q1
$321K Buy
3,528
+1,034
+41% +$94.1K 0.08% 128
2024
Q4
$218K Sell
2,494
-1,346
-35% -$118K 0.07% 133
2024
Q3
$377K Sell
3,840
-180
-4% -$17.7K 0.12% 148
2024
Q2
$369K Buy
+4,020
New +$369K 0.13% 149