Morton Brown Family Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.18K Hold
2024
Q4
$1.14K Sell
2024
Q3
$1.37K Buy
2024
Q2
$93 Hold
2024
Q1
$95 Sell
2023
Q4
$1.58K Buy
2023
Q3
$89 Hold
2023
Q2
$103 Hold
2023
Q1
$106 Buy