TAM
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TCP Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-56,780
Closed -$5.61M 83
2023
Q4
$5.61M Buy
56,780
+5,598
+11% +$554K 2.08% 16
2023
Q3
$4.54M Buy
51,182
+5,123
+11% +$454K 1.94% 17
2023
Q2
$4.74M Buy
+46,059
New +$4.74M 2.02% 16