Stegent Equity Advisors’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
-27,350
Closed -$2.59M 91
2024
Q1
$2.59M Buy
27,350
+14,072
+106% +$1.33M 2.63% 11
2023
Q4
$1.31M Buy
+13,278
New +$1.31M 1.55% 28