Bellwether Advisors’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
2025 Q3	–	Sell	-158	Closed	-$13.9K	–	526
2025 Q2	$13.9K	Hold	158	–	–	﹤0.01%	337
2025 Q1	$14.4K	Hold	158	–	–	﹤0.01%	297
2024 Q4	$13.8K	Buy	+158	New	+$14.5K	﹤0.01%	312
2023 Q2	–	Sell	-158	Closed	-$16.8K	–	428
2023 Q1	$16.8K	Sell	158 -10	-6%	-$1.05K	﹤0.01%	253
2022 Q4	$16.7K	Sell	168 -64	-28%	-$6.45K	﹤0.01%	252
2022 Q3	$23K	Hold	232	–	–	0.01%	209
2022 Q2	$26K	Hold	232	–	–	0.01%	201
2022 Q1	$30K	Buy	232 +31	+15%	+$4.28K	0.01%	222
2021 Q4	$29K	Sell	201 -1,807	-90%	-$266K	0.01%	243
2021 Q3	$289K	Hold	2,008	–	–	0.1%	131
2021 Q2	$289K	Sell	2,008 -30	-1%	-$4.19K	0.1%	115
2021 Q1	$276K	Hold	2,038	–	–	0.11%	99
2020 Q4	$321K	Buy	+2,038	New	+$324K	0.14%	90