Foster Victor Wealth 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
2026 Q1	–	Sell	-2,880	Closed	-$253K	–	254
2025 Q4	$253K	Buy	+2,880	New	+$258K	0.01%	215
2021 Q4	–	Sell	-36,919	Closed	-$5.33M	–	155
2021 Q3	$5.33M	Buy	36,919 +764	+2%	+$113K	0.85%	43
2021 Q2	$5.22M	Buy	36,155 +908	+3%	+$127K	0.87%	37
2021 Q1	$4.88M	Buy	35,247 +7,884	+29%	+$1.14M	0.91%	37
2020 Q4	$4.32M	Buy	27,363 +1,929	+8%	+$306K	0.98%	37
2020 Q3	$4.15M	Buy	25,434 +5,066	+25%	+$840K	1.13%	34
2020 Q2	$3.34M	Sell	20,368 -9,898	-33%	-$1.63M	1.11%	34
2020 Q1	$5.18M	Buy	30,266 +27,964	+1,215%	+$4.17M	2.28%	7
2019 Q4	$315K	Buy	+2,302	New	+$320K	0.14%	84