WPWealth’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
-5,891
Closed -$541K 92
2024
Q2
$541K Hold
5,891
0.13% 39
2024
Q1
$557K Sell
5,891
-1,943
-25% -$184K 0.14% 38
2023
Q4
$775K Hold
7,834
0.24% 31
2023
Q3
$695K Buy
+7,834
New +$695K 0.27% 29