FWL Investment 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	$103K	Sell	1,185 -15	-1%	-$1.32K	0.02%	132
2025 Q4	$105K	Buy	1,200 +575	+92%	+$51.4K	0.03%	117
2025 Q3	$55.9K	Sell	625 -65	-9%	-$5.68K	0.01%	141
2025 Q2	$60.9K	Sell	690 -375	-35%	-$32.7K	0.02%	144
2025 Q1	$96.9K	Buy	1,065 +690	+184%	+$61.4K	0.04%	113
2024 Q4	$32.7K	Sell	375 -1,750	-82%	-$161K	0.01%	171
2024 Q3	$208K	Buy	2,125 +536	+34%	+$51.7K	0.08%	74
2024 Q2	$146K	Sell	1,589 -39,418	-96%	-$3.59M	0.07%	57
2024 Q1	$3.88M	Buy	41,007 +2,999	+8%	+$284K	2.14%	18
2023 Q4	$3.76M	Sell	38,008 -12,277	-24%	-$1.11M	2.19%	18
2023 Q3	$4.46M	Buy	50,285 +1,437	+3%	+$138K	2.99%	14
2023 Q2	$5.03M	Buy	+48,848	New	+$5.07M	3.43%	11
2022 Q4	–	Sell	-90	Closed	-$9K	–	199
2022 Q3	$9K	Buy	+90	New	+$10.1K	0.01%	52