Lumature Wealth Partners’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
2023
Q2
$1.96K Hold
2023
Q1
$2.02K Hold
2022
Q4
$1.89K Sell
2022
Q3
$5K Sell
2022
Q2
$9K Sell
2022
Q1
$13K Sell
2021
Q4
$16K Sell
2021
Q3
$24K Sell
2021
Q2
$29K Buy
2021
Q1
$24K Sell
2020
Q4
$47K Buy