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Essex Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Essex Financial Services’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,739
Closed -$370K – 558
2023
Q4 		$370K Buy
+3,739
New +$370K 0.04% 355