Congress Wealth Management’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	$390K	Buy	4,421 +283	+7%	+$24.7K	﹤0.01%	999
2025 Q1	$376K	Buy	+4,138	New	+$368K	﹤0.01%	892
2024 Q3	–	Sell	-2,391	Closed	-$219K	–	870
2024 Q2	$219K	Sell	2,391 -236	-9%	-$21.5K	﹤0.01%	682
2024 Q1	$249K	Sell	2,627 -637	-20%	-$60.3K	﹤0.01%	539
2023 Q4	$323K	Buy	+3,264	New	+$295K	0.01%	519
2023 Q3	–	Sell	-2,043	Closed	-$210K	–	624
2023 Q2	$210K	Sell	2,043 -1,454	-42%	-$151K	﹤0.01%	535
2023 Q1	$372K	Sell	3,497 -1,008	-22%	-$105K	0.01%	454
2022 Q4	$449K	Sell	4,505 -411,842	-99%	-$41.5M	0.01%	421
2022 Q3	$42.7M	Buy	416,347 +29,607	+8%	+$3.33M	1.15%	15
2022 Q2	$44.4M	Sell	386,740 -65,473	-14%	-$7.71M	1.13%	17
2022 Q1	$59.7M	Sell	452,213 -6,843	-1%	-$944K	1.31%	16
2021 Q4	$68M	Buy	+459,056	New	+$67.7M	1.36%	10