EPG 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
2026 Q1	$12.3K	Hold	142	–	–	﹤0.01%	278
2025 Q4	$12.4K	Sell	142 -18	-11%	-$1.61K	﹤0.01%	270
2025 Q3	$14.3K	Hold	160	–	–	﹤0.01%	266
2025 Q2	$14.1K	Hold	160	–	–	﹤0.01%	260
2025 Q1	$14.6K	Hold	160	–	–	﹤0.01%	352
2024 Q4	$14K	Sell	160 -19	-11%	-$1.75K	﹤0.01%	360
2024 Q3	$17.6K	Buy	+179	New	+$17.3K	﹤0.01%	351
2024 Q2	–	Sell	-386	Closed	-$35.2K	–	313
2024 Q1	$36.5K	Buy	386 +234	+154%	+$22.1K	0.01%	329
2023 Q4	$14K	Hold	152	–	–	﹤0.01%	359
2023 Q3	$13.5K	Sell	152 -2,995	-95%	-$288K	﹤0.01%	354
2023 Q2	$324K	Sell	3,147 -677	-18%	-$70.2K	0.1%	184
2023 Q1	$407K	Buy	+3,824	New	+$400K	0.13%	157
2022 Q4	–	Sell	-419	Closed	-$43K	–	396
2022 Q3	$43K	Buy	+419	New	+$47.2K	0.02%	264
2022 Q2	–	Sell	-442	Closed	-$58K	–	383
2022 Q1	$58K	Buy	442 +1	+0.2%	+$138	0.02%	285
2021 Q4	$65K	Buy	441 +3	+0.7%	+$442	0.02%	278
2021 Q3	$63K	Buy	+438	New	+$65K	0.03%	262
2020 Q2	–	Sell	-896	Closed	-$147K	–	702
2020 Q1	$147K	Buy	896 +798	+814%	+$119K	0.11%	146
2019 Q4	$13K	Buy	+98	New	+$13.6K	0.01%	400