Steward Financial Group’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
2023
Q3
$9K Hold
106
﹤0.01% 418
2023
Q2
$10K Buy
+106
New +$10K ﹤0.01% 388
2022
Q3
Sell
-111
Closed -$12K 1200
2022
Q2
$12K Hold
111
0.01% 222
2022
Q1
$14K Hold
111
0.01% 186
2021
Q4
$16K Buy
+111
New +$16K 0.01% 136