Gilliland Jeter Wealth 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
2024
Q4
Sell
-540
Closed -$53K 584
2024
Q3
$53K Sell
540
-87
-14% -$8.54K 0.02% 297
2024
Q2
$57.5K Buy
627
+229
+58% +$21K 0.02% 278
2024
Q1
$37.7K Buy
+398
New +$37.7K 0.01% 313