Global Financial Private Client’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
2025 Q2	–	Sell	-14,716	Closed	-$1.34M	–	1464
2025 Q1	$1.34M	Sell	14,716 -785	-5%	-$69.9K	0.51%	49
2024 Q4	$1.35M	Buy	15,501 +760	+5%	+$70K	0.51%	53
2024 Q3	$1.45M	Buy	14,741 +982	+7%	+$94.7K	0.56%	45
2024 Q2	$1.26M	Buy	13,759 +3,873	+39%	+$353K	0.53%	54
2024 Q1	$915K	Buy	9,886 +1,989	+25%	+$188K	0.39%	70
2023 Q4	$781K	Buy	7,897 +7,045	+827%	+$637K	0.37%	78
2023 Q3	$74.1K	Buy	+852	New	+$81.9K	0.04%	245
2021 Q1	–	Sell	-98	Closed	-$15.5K	–	595
2020 Q4	$15.5K	Buy	+98	New	+$15.6K	0.01%	283
2020 Q3	–	Sell	-285	Closed	-$46.6K	–	523
2020 Q2	$46.6K	Hold	285	–	–	0.04%	216
2020 Q1	$47.6K	Sell	285 -63	-18%	-$9.39K	0.05%	216
2019 Q4	$47.1K	Buy	+348	New	+$48.4K	0.04%	249