Financial Services Advisory’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
-16,320
Closed -$1.6M 62
2024
Q3
$1.6M Buy
+16,320
New +$1.6M 0.39% 34
2019
Q3
Sell
-18,485
Closed -$2.46M 24
2019
Q2
$2.46M Sell
18,485
-7,430
-29% -$987K 1.6% 17
2019
Q1
$3.28M Buy
+25,915
New +$3.28M 2.82% 14