One Wealth Management Investment & Advisory 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
2024 Q3	–	Sell	-15,821	Closed	-$1.45M	–	124
2024 Q2	$1.45M	Buy	15,821 +249	+2%	+$22.9K	0.58%	30
2024 Q1	$1.47M	Buy	15,572 +775	+5%	+$73.3K	0.6%	30
2023 Q4	$1.46M	Buy	+14,797	New	+$1.46M	0.65%	29