West Wealth 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
2024
Q1
Sell
-33,069
Closed -$3.27M 100
2023
Q4
$3.27M Buy
33,069
+1,007
+3% +$99.6K 1.29% 16
2023
Q3
$2.84M Buy
+32,062
New +$2.84M 1.24% 16