Glass Jacobson Investment 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	$63.5K	Buy	733 +108	+17%	+$9.49K	0.02%	287
2025 Q4	$54.5K	Buy	625 +10	+2%	+$894	0.02%	304
2025 Q3	$55K	Sell	615 -44	-7%	-$3.85K	0.02%	295
2025 Q2	$58.1K	Sell	659 -256	-28%	-$22.3K	0.02%	279
2025 Q1	$79.9K	Hold	915	–	–	0.03%	319
2024 Q4	$79.9K	Sell	915 -461	-34%	-$42.4K	0.03%	319
2024 Q3	$135K	Buy	1,376 +1,002	+268%	+$96.6K	0.04%	254
2024 Q2	$34.3K	Hold	374	–	–	0.01%	399
2024 Q1	$35.4K	Hold	374	–	–	0.01%	396
2023 Q4	$37K	Hold	374	–	–	0.02%	366
2023 Q3	$33.2K	Hold	374	–	–	0.02%	362
2023 Q2	$38.5K	Buy	+374	New	+$38.8K	0.02%	355
2022 Q4	$55.7K	Buy	+560	New	+$56.4K	0.03%	330