Able Wealth Management’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
2025 Q2	$775K	Buy	8,784 +5,093	+138%	+$449K	0.39%	51
2025 Q1	$336K	Buy	3,691 +775	+27%	+$70.5K	0.2%	75
2024 Q4	$255K	Buy	+2,916	New	+$255K	0.17%	81
2024 Q1	–	Sell	-548	Closed	-$54.2K	–	526
2023 Q4	$54.2K	Buy	+548	New	+$54.2K	0.05%	132