Columbia Advisory 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
Q1
Sell
-6,689
Closed -$661K 65
2023
Q4
$661K Buy
+6,689
New +$661K 0.68% 24
2023
Q2
Sell
-31,446
Closed -$3.34M 64
2023
Q1
$3.34M Buy
+31,446
New +$3.34M 3.16% 9