MGO Private 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
2023
Q1
Sell
-6,735
Closed -$671K 130
2022
Q4
$671K Sell
6,735
-8,512
-56% -$847K 0.31% 65
2022
Q3
$1.56M Buy
+15,247
New +$1.56M 0.74% 30