Cambridge 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
2023 Q1	–	Sell	-6,456	Closed	-$643K	–	187
2022 Q4	$643K	Sell	6,456 -479	-7%	-$48.3K	0.17%	98
2022 Q3	$710K	Sell	6,935 -511	-7%	-$57.5K	0.2%	81
2022 Q2	$855K	Buy	7,446 +958	+15%	+$113K	0.23%	69
2022 Q1	$857K	Buy	6,488 +318	+5%	+$43.9K	0.2%	83
2021 Q4	$914K	Sell	6,170 -666	-10%	-$98.2K	0.21%	80
2021 Q3	$987K	Buy	+6,836	New	+$1.02M	0.24%	72
2016 Q4	–	Sell	-4,050	Closed	-$557K	–	136
2016 Q3	$557K	Hold	4,050	–	–	0.25%	75
2016 Q2	$563K	Sell	4,050 -425	-9%	-$56.1K	0.26%	73
2016 Q1	$584K	Hold	4,475	–	–	0.27%	71
2015 Q4	$540K	Hold	4,475	–	–	0.31%	75
2015 Q3	$553K	Sell	4,475 -400	-8%	-$48.5K	0.33%	66
2015 Q2	$573K	Buy	+4,875	New	+$598K	0.32%	68