Balanced Rock 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	-2,348	Closed	-$214K	–	98
2025 Q1	$214K	Sell	2,348 -430	-15%	-$39.1K	0.17%	84
2024 Q4	$243K	Buy	+2,778	New	+$243K	0.19%	80