CSM Advisors’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
-281,900
Closed -$27.7M 129
2024
Q3
$27.7M Hold
281,900
1.8% 12
2024
Q2
$25.9M Buy
+281,900
New +$25.9M 1.82% 13