Core Wealth 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	$515K	Buy	5,836 +1,297	+29%	+$114K	0.26%	83
2025 Q1	$413K	Sell	4,539 -1,251	-22%	-$114K	0.24%	98
2024 Q4	$506K	Buy	5,790 +1,840	+47%	+$161K	0.29%	79
2024 Q3	$388K	Buy	+3,950	New	+$388K	0.24%	96