J. Goldman & Co’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	-30,000	Closed	-$2.73M	–	640
2025 Q1	$2.73M	Buy	+30,000	New	+$2.67M	0.07%	265
2019 Q4	–	Sell	-20,000	Closed	-$2.78M	–	352
2019 Q3	$2.86M	Hold	20,000	–	–	0.21%	129
2019 Q2	$2.66M	Sell	20,000 -10,000	-33%	-$1.27M	0.18%	133
2019 Q1	$3.79M	Buy	+30,000	New	+$3.65M	0.21%	125
2018 Q3	–	Sell	-13,000	Closed	-$1.58M	–	384
2018 Q2	$1.58M	Buy	+13,000	New	+$1.56M	0.08%	225
2017 Q4	–	Sell	-2,500	Closed	-$312K	–	433
2017 Q3	$312K	Buy	+2,500	New	+$314K	0.02%	292
2014 Q4	–	Sell	-9,000	Closed	-$1.05M	–	273
2014 Q3	$1.05M	Sell	9,000 -9,000	-50%	-$1.04M	0.06%	218
2014 Q2	$2.04M	Sell	18,000 -34,000	-65%	-$3.79M	0.15%	148
2014 Q1	$5.67M	Buy	+52,000	New	+$5.55M	0.42%	74
2013 Q3	–	Sell	-32,500	Closed	-$3.59M	–	317
2013 Q2	$3.59M	Buy	+32,500	New	+$3.82M	0.37%	91