Semus 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
Q2
Sell
-2,119
Closed -$201K 134
2024
Q1
$201K Sell
2,119
-121
-5% -$11.5K 0.17% 122
2023
Q4
$222K Buy
+2,240
New +$222K 0.18% 113