J.W. Coons 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
2025 Q2	$786K	Sell	8,902 -300	-3%	-$26.2K	0.18%	124
2025 Q1	$838K	Sell	9,202 -625	-6%	-$55.6K	0.22%	104
2024 Q4	$858K	Sell	9,827 -895	-8%	-$82.4K	0.22%	103
2024 Q3	$1.05M	Buy	10,722 +486	+5%	+$46.9K	0.26%	91
2024 Q2	$939K	Buy	10,236 +200	+2%	+$18.2K	0.23%	97
2024 Q1	$950K	Hold	10,036	–	–	0.21%	94
2023 Q4	$992K	Buy	10,036 +1,630	+19%	+$147K	0.27%	90
2023 Q3	$746K	Buy	8,406 +1,135	+16%	+$109K	0.22%	106
2023 Q2	$748K	Hold	7,271	–	–	0.2%	109
2023 Q1	$773K	Buy	7,271 +44	+0.6%	+$4.6K	0.22%	105
2022 Q4	$720K	Buy	7,227 +3	+0%	+$302	0.21%	110
2022 Q3	$740K	Buy	7,224 +759	+12%	+$85.5K	0.28%	100
2022 Q2	$742K	Buy	6,465 +2,410	+59%	+$284K	0.26%	98
2022 Q1	$538K	Buy	4,055 +995	+33%	+$137K	0.16%	141
2021 Q4	$454K	Hold	3,060	–	–	0.14%	157
2021 Q3	$440K	Sell	3,060 -1,600	-34%	-$238K	0.15%	151
2021 Q2	$670K	Sell	4,660 -350	-7%	-$48.8K	0.24%	111
2021 Q1	$681K	Buy	5,010 +490	+11%	+$71K	0.24%	108
2020 Q4	$715K	Sell	4,520 -193	-4%	-$30.6K	0.27%	99
2020 Q3	$768K	Buy	4,713 +350	+8%	+$58K	0.32%	87
2020 Q2	$714K	Sell	4,363 -777	-15%	-$128K	0.32%	84
2020 Q1	$846K	Buy	+5,140	New	+$766K	0.45%	64