Cary Street Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$965K	Buy	10,932 +991	+10%	+$87.5K	0.03%	419
2025 Q1	$905K	Sell	9,941 -1,597	-14%	-$145K	0.03%	412
2024 Q4	$1.01M	Buy	+11,538	New	+$1.01M	0.03%	380