Heritage 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
2024 Q4	–	Sell	-3,739	Closed	-$367K	–	71
2024 Q3	$367K	Buy	+3,739	New	+$367K	0.43%	44