McKinley Carter Wealth Services’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
2021
Q2
Sell
-1,954
Closed -$265K 289
2021
Q1
$265K Sell
1,954
-3,641
-65% -$494K 0.02% 254
2020
Q4
$882K Buy
+5,595
New +$882K 0.12% 134