Adams 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
Q4
Sell
-77,236
Closed -$7.58M 122
2024
Q3
$7.58M Buy
+77,236
New +$7.58M 1.63% 17
2021
Q1
Sell
-11,657
Closed -$1.84M 73
2020
Q4
$1.84M Buy
11,657
+2,816
+32% +$444K 1.16% 13
2020
Q3
$1.44M Buy
+8,841
New +$1.44M 1.12% 12