LWM
TLT icon

Lyell Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lyell Wealth Management’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
Q4 		– Sell
-10,147
Closed -$995K – 208
2024
Q3 		$995K Sell
10,147
-430
-4% -$42.2K 0.09% 119
2024
Q2 		$971K Buy
+10,577
New +$971K 0.09% 114