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

River Wealth Advisors’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
-2,104
Closed -$208K – 217
2023
Q4 		$208K Buy
+2,104
New +$208K 0.03% 200