Alera Investment Advisors’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 Q3	$12.4M	Sell	126,618 -26,095	-17%	-$2.56M	1.46%	19
2024 Q2	$14M	Buy	+152,713	New	+$14M	1.69%	15
2019 Q2	–	Sell	-37	Closed	-$5K	–	915
2019 Q1	$5K	Hold	37	–	–	﹤0.01%	652
2018 Q4	$4K	Buy	+37	New	+$4K	﹤0.01%	659