Crestwood Advisors Group’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	-2,201	Closed	-$216K	–	476
2024 Q3	$216K	Sell	2,201 -170	-7%	-$16.7K	﹤0.01%	419
2024 Q2	$218K	Sell	2,371 -5	-0.2%	-$459	﹤0.01%	404
2024 Q1	$225K	Buy	+2,376	New	+$225K	﹤0.01%	393