Impact Partnership Wealth’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
Q2
Sell
-958
Closed -$90.6K 649
2024
Q1
$90.6K Sell
958
-112
-10% -$10.6K 0.04% 270
2023
Q4
$106K Sell
1,070
-8,706
-89% -$861K 0.04% 236
2023
Q3
$867K Sell
9,776
-16,154
-62% -$1.43M 0.27% 41
2023
Q2
$2.67M Buy
+25,930
New +$2.67M 0.93% 12