1 North Wealth Services’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
2019
Q4
$11.9M Buy
87,540
+5,079
+6% +$688K 7.33% 1
2019
Q3
$11.8M Buy
+82,461
New +$11.8M 7.89% 1
2019
Q1
$9.6M Buy
75,909
+19,386
+34% +$2.45M 6.77% 1
2018
Q4
$6.87M Buy
+56,523
New +$6.87M 5.73% 3