Vantage Financial Partners (Illinois)’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
-114,380
Closed -$10.8M 110
2024
Q1
$10.8M Buy
114,380
+6,059
+6% +$573K 2.82% 13
2023
Q4
$10.7M Buy
108,321
+34,594
+47% +$3.42M 3.26% 10
2023
Q3
$6.54M Buy
73,727
+28,787
+64% +$2.55M 3.76% 7
2023
Q2
$4.63M Buy
+44,940
New +$4.63M 2.56% 9