Capital Wealth Planning’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 Q2	–	Sell	-20,415	Closed	-$1.86M	–	154
2025 Q1	$1.86M	Buy	+20,415	New	+$1.82M	0.02%	83
2023 Q1	–	Sell	-18,737	Closed	-$1.87M	–	156
2022 Q4	$1.87M	Buy	18,737 +728	+4%	+$73.4K	0.03%	42
2022 Q3	$1.84M	Buy	18,009 +10,304	+134%	+$1.16M	0.03%	41
2022 Q2	$885K	Buy	+7,705	New	+$907K	0.02%	54
2020 Q1	–	Sell	-2,459	Closed	-$333K	–	268
2019 Q4	$333K	Sell	2,459 -1,257	-34%	-$175K	0.02%	143
2019 Q3	$517K	Buy	+3,716	New	+$516K	0.03%	133
2017 Q3	–	Sell	-27,366	Closed	-$3.42M	–	198
2017 Q2	$3.42M	Buy	+27,366	New	+$3.38M	0.55%	30
2014 Q2	–	Sell	-2,520	Closed	-$275K	–	161
2014 Q1	$275K	Buy	+2,520	New	+$269K	0.12%	97