KFG 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
Q4
Sell
-2,522
Closed -$247K 189
2024
Q3
$247K Hold
2,522
0.05% 160
2024
Q2
$231K Hold
2,522
0.09% 144
2024
Q1
$239K Buy
2,522
+260
+11% +$24.6K 0.1% 139
2023
Q4
$224K Buy
+2,262
New +$224K 0.1% 124