Fernwood Investment Management’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	-2,925	Closed	-$277K	–	647
2024 Q1	$277K	Buy	2,925 +546	+23%	+$51.7K	0.08%	172
2023 Q4	$235K	Buy	+2,379	New	+$235K	0.08%	173