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

Mattern Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-106,607
Closed -$11M – 171
2023
Q2 		$11M Buy
106,607
+60,398
+131% +$6.22M 3.2% 7
2023
Q1 		$4.92M Buy
+46,209
New +$4.92M 1.63% 9