Heirloom 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 Q1	–	Sell	-6,538	Closed	-$646K	–	52
2023 Q4	$646K	Sell	6,538 -138,178	-95%	-$13.7M	0.25%	31
2023 Q3	$12.8M	Buy	+144,716	New	+$12.8M	5.7%	6