Mitchell McLeod Pugh & Williams’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,999
Closed -$309K 259
2023
Q2
$309K Buy
2,999
+823
+38% +$84.7K 0.09% 199
2023
Q1
$231K Buy
+2,176
New +$231K 0.07% 227