Annex Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Annex Advisory Services’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$454K	Sell
2025 Q2	$747K	Sell
2025 Q1	$1.47M	Sell
2024 Q4	$2.56M	Sell
2024 Q3	$3.23M	Sell
2024 Q2	$233M	Buy
2024 Q1	$2.08M	Sell
2023 Q4	$127M	Buy
2023 Q3	$109M	Buy