AssuredPartners Investment Advisors’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	–	Sell	-9,045	Closed	-$823K	–	320
2025 Q1	$823K	Sell	9,045 -279	-3%	-$25.4K	0.16%	138
2024 Q4	$814K	Buy	+9,324	New	+$814K	0.16%	141