L.M. Kohn & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.44M Buy
2024
Q2
$378K Sell
2024
Q1
$429K Sell
2023
Q4
$449K Buy
2023
Q3
$402K Sell
2023
Q2
$479K Sell
2023
Q1
$692K Buy
2022
Q4
$506K Sell
2022
Q3
$1.42M Buy
2022
Q2
Sell
2022
Q1
$481K Buy