Mosley 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
2024
Q4
$802K Buy
9,118
+1,643
+22% +$145K 0.5% 43
2024
Q3
$689K Buy
7,475
+103
+1% +$9.5K 0.47% 45
2024
Q2
$677K Buy
7,372
+350
+5% +$32.1K 0.58% 35
2024
Q1
$664K Sell
7,022
-4,556
-39% -$431K 0.62% 37
2023
Q4
$1.14M Buy
+11,578
New +$1.14M 1.13% 20