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Phillips Financial Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Phillips Financial Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$1.98K – 270
2023
Q4 		$1.98K Buy
+20
New +$1.98K ﹤0.01% 247