Collective Family Office’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
Q2
Sell
-2,281
Closed -$216K 181
2024
Q1
$216K Buy
2,281
+60
+3% +$5.68K 0.07% 164
2023
Q4
$220K Sell
2,221
-14,730
-87% -$1.46M 0.08% 161
2023
Q3
$1.5M Buy
+16,951
New +$1.5M 0.59% 49