Hefty Wealth 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
2016
Q4
Sell
-416
Closed -$57K 255
2016
Q3
$57K Hold
416
0.04% 119
2016
Q2
$57K Sell
416
-2,265
-84% -$310K 0.05% 101
2016
Q1
$350K Buy
+2,681
New +$350K 0.33% 77