CMH 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
2022
Q1
Sell
-50,677
Closed -$7.51M 53
2021
Q4
$7.51M Sell
50,677
-5,724
-10% -$848K 2.27% 14
2021
Q3
$8.14M Sell
56,401
-359
-0.6% -$51.8K 2.67% 13
2021
Q2
$8.19M Buy
56,760
+4,700
+9% +$678K 2.74% 11
2021
Q1
$7.05M Buy
+52,060
New +$7.05M 2.66% 12