Laird Norton Wetherby Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$201K Sell
2,299
-1,069
-32% -$93.4K 0.01% 838
2024
Q3
$330K Buy
3,368
+566
+20% +$55.5K 0.02% 696
2024
Q2
$257K Buy
2,802
+273
+11% +$25.1K 0.01% 752
2024
Q1
$239K Buy
+2,529
New +$239K 0.01% 813