Client First Capital’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
Q1
Sell
-29,239
Closed -$2.91M 27
2022
Q4
$2.91M Sell
29,239
-5,220
-15% -$520K 2.28% 15
2022
Q3
$3.53M Buy
34,459
+8
+0% +$820 2.59% 14
2022
Q2
$3.96M Sell
34,451
-31,694
-48% -$3.64M 3.04% 13
2022
Q1
$8.74M Buy
+66,145
New +$8.74M 5.88% 7