BFWM

Bright Futures Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-29,397	Closed	-$2.71M	–	224
2024 Q3	$2.71M	Sell	29,397 -10,357	-26%	-$956K	1.31%	13
2024 Q2	$3.91M	Sell	39,754 -2,939	-7%	-$289K	2.12%	6
2024 Q1	$3.99M	Buy	+42,693	New	+$3.99M	2.16%	5