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Wealthspire Advisors (New York)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-2,810
Closed -$245K – 827
2024
Q4 		$245K Buy
+2,810
New +$245K ﹤0.01% 691