Braun-Bostich & Associates’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	$9.34M	Buy	107,688 +4,375	+4%	+$385K	5.85%	1
2025 Q4	$9M	Sell	103,313 -6,550	-6%	-$586K	5.56%	1
2025 Q3	$9.82M	Buy	109,863 +5,421	+5%	+$474K	6.19%	1
2025 Q2	$9.22M	Buy	104,442 +22,089	+27%	+$1.93M	6.29%	1
2025 Q1	$7.5M	Sell	82,353 -13,502	-14%	-$1.2M	5.55%	2
2024 Q4	$8.37M	Sell	95,855 -7,397	-7%	-$681K	6.03%	2
2024 Q3	$10.1M	Buy	103,252 +8,677	+9%	+$837K	7.06%	2
2024 Q2	$8.68M	Buy	94,575 +50,511	+115%	+$4.6M	6.45%	2
2024 Q1	$4.17M	Buy	+44,064	New	+$4.17M	3.49%	3
2020 Q4	–	Sell	-587	Closed	-$96K	–	201
2020 Q3	$96K	Buy	+587	New	+$97.4K	0.1%	124
2019 Q3	–	Sell	-8	Closed	-$1K	–	279
2019 Q2	$1K	Sell	8 -99	-93%	-$12.6K	﹤0.01%	313
2019 Q1	$14K	Hold	107	–	–	0.01%	255
2018 Q4	$13K	Hold	107	–	–	0.01%	245
2018 Q3	$13K	Sell	107 -2,720	-96%	-$327K	0.01%	257
2018 Q2	$344K	Sell	2,827 -48	-2%	-$5.74K	0.34%	85
2018 Q1	$350K	Sell	2,875 -61	-2%	-$7.37K	0.3%	92
2017 Q4	$372K	Buy	+2,936	New	+$369K	0.32%	90