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U.S. Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

U.S. Wealth Group’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.15M Sell
80,993
-8,080
-9% -$713K 5.57% 5
2025
Q1 		$8.11M Sell
89,073
-1,623
-2% -$148K 6.43% 2
2024
Q4 		$7.92M Buy
+90,696
New +$7.92M 5.99% 4