Forum Financial 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
2022 Q4	–	Sell	-63,554	Closed	-$6.51M	–	606
2022 Q3	$6.51M	Buy	63,554 +25,468	+67%	+$2.61M	0.31%	24
2022 Q2	$4.38M	Buy	38,086 +27,003	+244%	+$3.1M	0.22%	30
2022 Q1	$1.46M	Buy	11,083 +2,172	+24%	+$287K	0.07%	86
2021 Q4	$1.32M	Buy	+8,911	New	+$1.32M	0.07%	90