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Forvis Mazars Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-122,347
Closed -$12.2M – 415
2022
Q4 		$12.2M Sell
122,347
-5,093
-4% -$507K 0.43% 44
2022
Q3 		$13.1M Buy
+127,440
New +$13.1M 0.53% 36