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Firestone Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Firestone Capital Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,247
Closed -$220K – 160
2024
Q3 		$220K Buy
+2,247
New +$217K 0.06% 141
2023
Q3 		– Sell
-2,230
Closed -$226K – 130
2023
Q2 		$226K Hold
2,230
– – 0.07% 119
2023
Q1 		$237K Buy
2,230
+200
+10% +$20.9K 0.09% 105
2022
Q4 		$202K Buy
+2,030
New +$205K 0.08% 116

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UBS Group
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Koshinski Asset Management
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Bank of Montreal
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return