Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-4,385	Closed	-$415K	–	366
2024 Q1	$415K	Buy	4,385 +41	+0.9%	+$3.88K	0.08%	240
2023 Q4	$420K	Buy	+4,344	New	+$393K	0.09%	220
2023 Q3	–	Sell	-3,408	Closed	-$351K	–	423
2023 Q2	$351K	Sell	3,408 -73	-2%	-$7.57K	0.08%	249
2023 Q1	$370K	Sell	3,481 -709	-17%	-$74.2K	0.1%	232
2022 Q4	$417K	Buy	4,190 +694	+20%	+$69.9K	0.12%	197
2022 Q3	$358K	Sell	3,496 -1,940	-36%	-$218K	0.12%	208
2022 Q2	$624K	Sell	5,436 -4,463	-45%	-$526K	0.2%	132
2022 Q1	$1.31M	Buy	9,899 +404	+4%	+$55.7K	0.34%	73
2021 Q4	$1.41M	Buy	9,495 +1,754	+23%	+$259K	0.36%	68
2021 Q3	$1.12M	Sell	7,741 -2,399	-24%	-$356K	0.34%	77
2021 Q2	$1.46M	Buy	10,140 +4,724	+87%	+$659K	0.42%	58
2021 Q1	$734K	Sell	5,416 -2,965	-35%	-$430K	0.25%	98
2020 Q4	$1.32M	Buy	8,381 +3,489	+71%	+$554K	0.47%	53
2020 Q3	$799K	Buy	4,892 +1,999	+69%	+$332K	0.31%	86
2020 Q2	$474K	Buy	+2,893	New	+$476K	0.21%	134