PWM
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Pines Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,275
Closed -$451K 217
2024
Q4
$451K Buy
+5,275
New +$451K 0.2% 124