Laidlaw 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
2022
Q4
Sell
-2,067
Closed -$212K 386
2022
Q3
$212K Buy
2,067
+173
+9% +$17.7K 0.05% 292
2022
Q2
$218K Buy
+1,894
New +$218K 0.04% 326