Avestar Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,547	Closed	-$241K	–	512
2024 Q1	$241K	Hold	2,547	–	–	0.03%	385
2023 Q4	$252K	Buy	+2,547	New	+$230K	0.03%	322
2022 Q2	–	Sell	-1,565	Closed	-$207K	–	394
2022 Q1	$207K	Buy	1,565 +30	+2%	+$4.14K	0.04%	373
2021 Q4	$227K	Hold	1,535	–	–	0.04%	399
2021 Q3	$222K	Sell	1,535 -80	-5%	-$11.9K	0.04%	413
2021 Q2	$233K	Sell	1,615 -100	-6%	-$14K	0.04%	386
2021 Q1	$238K	Buy	1,715 +300	+21%	+$43.5K	0.05%	282
2020 Q4	$223K	Hold	1,415	–	–	0.06%	247
2020 Q3	$226K	Sell	1,415 -85	-6%	-$14.1K	0.07%	199
2020 Q2	$246K	Hold	1,500	–	–	0.11%	153
2020 Q1	$247K	Buy	+1,500	New	+$224K	0.13%	133
2019 Q3	–	Sell	-765	Closed	-$101K	–	768
2019 Q2	$101K	Buy	765 +500	+189%	+$63.5K	0.06%	191
2019 Q1	$33K	Hold	265	–	–	0.02%	330
2018 Q4	$32K	Hold	265	–	–	0.02%	296
2018 Q3	$31K	Sell	265 -164	-38%	-$19.7K	0.02%	317
2018 Q2	$51K	Buy	429 +164	+62%	+$19.6K	0.03%	275
2018 Q1	$32K	Hold	265	–	–	0.02%	289
2017 Q4	$33K	Buy	+265	New	+$33.3K	0.02%	292