GWMR

GC Wealth Management RIA’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Buy	27,751 +2,314	+9%	+$204K	0.2%	112
2025 Q1	$2.32M	Buy	+25,437	New	+$2.32M	0.43%	61
2024 Q4	–	Sell	-15,991	Closed	-$1.57M	–	317
2024 Q3	$1.57M	Buy	+15,991	New	+$1.57M	0.27%	77