PWA

Primoris Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,837	Closed	-$278K	–	108
2024 Q3	$278K	Buy	+2,837	New	+$278K	0.2%	88
2022 Q3	–	Sell	-2,230	Closed	-$256K	–	76
2022 Q2	$256K	Buy	+2,230	New	+$256K	0.37%	60