Wayfinding Financial’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
-215
Closed -$19K 649
2025
Q1
$19K Sell
215
-53,208
-100% -$4.7M 0.01% 578
2024
Q4
$4.67M Buy
+53,423
New +$4.67M 2.49% 11
2022
Q4
Sell
-2,199
Closed -$225K 98
2022
Q3
$225K Sell
2,199
-37,378
-94% -$3.82M 0.21% 74
2022
Q2
$4.55M Buy
+39,577
New +$4.55M 3.99% 8