Principle Wealth Partners’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	-2,335	Closed	-$214K	–	348
2024 Q2	$214K	Buy	2,335 +10	+0.4%	+$918	0.02%	314
2024 Q1	$220K	Sell	2,325 -200	-8%	-$18.9K	0.02%	323
2023 Q4	$250K	Buy	+2,525	New	+$250K	0.02%	298