WealthGarden F.S.’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
$1.43M Buy
16,501
+6,044
+58% +$525K 1.19% 23
2025
Q1
$952K Sell
10,457
-3,465
-25% -$315K 0.92% 35
2024
Q4
$1.22M Sell
13,922
-3,290
-19% -$287K 1.14% 27
2024
Q3
$1.69M Buy
17,212
+3,253
+23% +$319K 1.64% 17
2024
Q2
$1.28M Buy
+13,959
New +$1.28M 1.35% 19