Harrell Investment Partners’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
Q1
Sell
-26,819
Closed -$2.65M 93
2023
Q4
$2.65M Buy
26,819
+6,378
+31% +$631K 0.82% 44
2023
Q3
$1.78M Buy
+20,441
New +$1.78M 0.61% 52
2020
Q1
Sell
-19,983
Closed -$2.71M 89
2019
Q4
$2.71M Buy
+19,983
New +$2.71M 1.23% 36