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Life Planning Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Life Planning Partners’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,194
Closed -$491K – 64
2024
Q1 		$491K Sell
5,194
-1,821
-26% -$172K 0.49% 39
2023
Q4 		$694K Buy
+7,015
New +$694K 0.68% 30