Summit Wealth & Retirement Planning’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 Q2	–	Sell	-3,192	Closed	-$340K	–	103
2023 Q1	$340K	Sell	3,192 -355	-10%	-$37.8K	0.13%	76
2022 Q4	$353K	Buy	+3,547	New	+$353K	0.14%	77