Authentikos Wealth Advisory’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
Q4
Sell
-7,695
Closed -$683K 535
2023
Q3
$683K Sell
7,695
-402
-5% -$35.7K 0.66% 33
2023
Q2
$834K Sell
8,097
-337
-4% -$34.7K 0.79% 29
2023
Q1
$840K Buy
+8,434
New +$840K 0.85% 24