FirstPurpose Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$633K Sell
2023
Q4
$1.34M Buy
2023
Q3
Sell
2023
Q2
$1.34M Buy
2023
Q1
$1.38M Buy
2022
Q4
$1.28M Buy
2022
Q3
$632K Buy
2022
Q1
Sell
2021
Q4
$967K Buy