49 Wealth Management’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
2024
Q2
Sell
-2,418
Closed -$224K 170
2024
Q1
$224K Buy
2,418
+124
+5% +$11.5K 0.05% 107
2023
Q4
$227K Buy
+2,294
New +$227K 0.06% 101