JWM
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Jessup Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Jessup Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-44,970
Closed -$4.63M – 73
2023
Q2 		$4.63M Buy
+44,970
New +$4.63M 2.48% 17