SW
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Signify Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Signify Wealth’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
-51,538
Closed -$5.1M – 28
2023
Q4 		$5.1M Buy
+51,538
New +$5.1M 7.69% 3