Bogart Wealth LLC’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
2026 Q1	$2.51K	Hold	29	–	–	﹤0.01%	1225
2025 Q4	$2.53K	Hold	29	–	–	﹤0.01%	1138
2025 Q3	$2.59K	Hold	29	–	–	﹤0.01%	1102
2025 Q2	$2.56K	Sell	29 -93	-76%	-$8.11K	﹤0.01%	1058
2025 Q1	$11.1K	Buy	+122	New	+$10.9K	﹤0.01%	725
2024 Q2	–	Sell	-200	Closed	-$18.9K	–	1215
2024 Q1	$18.9K	Sell	200 -112	-36%	-$10.6K	﹤0.01%	525
2023 Q4	$30.9K	Buy	312 +30	+11%	+$2.71K	﹤0.01%	438
2023 Q3	$25K	Buy	282 +26	+10%	+$2.5K	﹤0.01%	444
2023 Q2	$26.4K	Buy	256 +156	+156%	+$16.2K	﹤0.01%	417
2023 Q1	$10.6K	Buy	+100	New	+$10.5K	﹤0.01%	579
2022 Q4	–	Hold	0	–	–	–	1219
2022 Q3	–	Hold	0	–	–	–	1180
2022 Q1	–	Sell	-8	Closed	-$1K	–	876
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	733
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	702
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	658
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	611
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	445
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	425
2020 Q2	$1K	Buy	+8	New	+$1.32K	﹤0.01%	438