Surience Private Wealth’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 Q3	–	Sell	-15,097	Closed	-$1.39M	–	39
2024 Q2	$1.39M	Buy	+15,097	New	+$1.39M	1.78%	19
2024 Q1	–	Sell	-15,239	Closed	-$1.51M	–	40
2023 Q4	$1.51M	Buy	+15,239	New	+$1.51M	1.53%	19