Canopy Partners’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
Sell
-2,591
Closed -$254K 222
2024
Q3
$254K Sell
2,591
-2,079
-45% -$204K 0.11% 153
2024
Q2
$429K Buy
4,670
+451
+11% +$41.4K 0.2% 102
2024
Q1
$399K Sell
4,219
-2,649
-39% -$251K 0.2% 103
2023
Q4
$679K Buy
+6,868
New +$679K 0.41% 55