Beverly Hills Private Wealth’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 Q1	–	Sell	-2,055	Closed	-$203K	–	377
2023 Q4	$203K	Buy	+2,055	New	+$203K	0.05%	318
2023 Q3	–	Sell	-4,532	Closed	-$437K	–	321
2023 Q2	$437K	Buy	+4,532	New	+$437K	0.07%	247