Marcum Wealth’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
2022
Q2
Sell
-2,014
Closed -$266K 420
2022
Q1
$266K Buy
+2,014
New +$266K 0.04% 264
2021
Q4
Sell
-1,390
Closed -$201K 406
2021
Q3
$201K Buy
+1,390
New +$201K 0.03% 308