Lighthouse Financial Advisors’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
2021
Q1
$220K Sell
1,627
-31
-2% -$4.19K 0.07% 99
2020
Q4
$261K Sell
1,658
-22
-1% -$3.46K 0.09% 95
2020
Q3
$274K Buy
1,680
+152
+10% +$24.8K 0.1% 86
2020
Q2
$250K Buy
+1,528
New +$250K 0.11% 88