MBE Wealth Management’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
2023 Q3	–	Sell	-3,927	Closed	-$404K	–	91
2023 Q2	$404K	Buy	3,927 +870	+28%	+$89.6K	0.22%	51
2023 Q1	$325K	Buy	+3,057	New	+$325K	0.19%	55
2020 Q2	–	Sell	-55	Closed	-$9K	–	463
2020 Q1	$9K	Buy	+55	New	+$9K	0.01%	307