Choate Investment 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
2025 Q4	–	Sell	-8,145	Closed	-$728K	–	459
2025 Q3	$728K	Buy	8,145 +7,632	+1,488%	+$668K	0.02%	240
2025 Q2	$45.2K	Buy	+513	New	+$44.7K	﹤0.01%	442
2023 Q4	–	Sell	-44	Closed	-$3.9K	–	457
2023 Q3	$3.9K	Hold	44	–	–	﹤0.01%	430
2023 Q2	$4.53K	Sell	44 -5,421	-99%	-$562K	﹤0.01%	346
2023 Q1	$581K	Hold	5,465	–	–	0.03%	172
2022 Q4	$544K	Buy	+5,465	New	+$551K	0.03%	175
2021 Q2	–	Sell	-2,700	Closed	-$366K	–	370
2021 Q1	$366K	Hold	2,700	–	–	0.02%	200
2020 Q4	$426K	Hold	2,700	–	–	0.03%	181
2020 Q3	$441K	Hold	2,700	–	–	0.03%	168
2020 Q2	$443K	Hold	2,700	–	–	0.03%	161
2020 Q1	$445K	Buy	+2,700	New	+$402K	0.04%	157