Cassaday & Co Wealth Management’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	$8.04M	Sell	91,079 -313,551	-77%	-$27.7M	0.2%	32
2025 Q1	$36.8M	Sell	404,630 -379,453	-48%	-$34.5M	1.04%	15
2024 Q4	$68.5M	Buy	+784,083	New	+$68.5M	1.87%	12