Avitas 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	$7.74M	Buy	88,639 +1,618	+2%	+$141K	1.07%	23
2024 Q3	$8.54M	Buy	87,021 +1,585	+2%	+$155K	1.2%	17
2024 Q2	$7.84M	Sell	85,436 -995	-1%	-$91.3K	1.15%	18
2024 Q1	$8.18M	Buy	86,431 +1,154	+1%	+$109K	1.24%	16
2023 Q4	$8.43M	Buy	+85,277	New	+$8.43M	1.41%	13