Arcadia Wealth Management (New Hampshire)’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
2023
Q2
Sell
-3,117
Closed -$332K 66
2023
Q1
$332K Sell
3,117
-44
-1% -$4.68K 0.28% 48
2022
Q4
$315K Buy
+3,161
New +$315K 0.28% 46