Klaas Financial Asset 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 Q2	$276K	Sell	3,189 -5,945	-65%	-$510K	0.03%	55
2026 Q1	$792K	Sell	9,134 -99,261	-92%	-$8.73M	0.11%	45
2025 Q4	$9.45M	Buy	108,395 +3,149	+3%	+$282K	1.37%	16
2025 Q3	$9.41M	Buy	105,246 +2,327	+2%	+$204K	1.41%	16
2025 Q2	$9.08M	Buy	102,919 +2,626	+3%	+$229K	1.44%	15
2025 Q1	$9.13M	Buy	100,293 +6,129	+7%	+$546K	1.57%	15
2024 Q4	$8.22M	Buy	94,164 +3,093	+3%	+$285K	1.45%	16
2024 Q3	$8.93M	Buy	91,071 +1,039	+1%	+$100K	1.55%	14
2024 Q2	$8.26M	Buy	90,032 +14,024	+18%	+$1.28M	1.51%	15
2024 Q1	$7.19M	Buy	76,008 +2,218	+3%	+$210K	1.43%	15
2023 Q4	$7.3M	Buy	73,790 +2,293	+3%	+$207K	1.52%	15
2023 Q3	$6.34M	Buy	71,497 +2,202	+3%	+$212K	1.44%	15
2023 Q2	$7.13M	Buy	69,295 +1,758	+3%	+$182K	1.59%	15
2023 Q1	$7.18M	Buy	67,537 +2,420	+4%	+$253K	1.66%	15
2022 Q4	$6.48M	Sell	65,117 -51,910	-44%	-$5.23M	1.61%	15
2022 Q3	$12M	Buy	117,027 +2,697	+2%	+$304K	3.05%	10
2022 Q2	$13.1M	Buy	114,330 +1,690	+2%	+$199K	3.26%	10
2022 Q1	$14.9M	Buy	112,640 +3,118	+3%	+$430K	3.42%	9
2021 Q4	$16.2M	Buy	109,522 +3,244	+3%	+$478K	3.67%	6
2021 Q3	$15.3M	Buy	106,278 +2,796	+3%	+$415K	3.74%	6
2021 Q2	$14.9M	Buy	103,482 +8,440	+9%	+$1.18M	3.76%	6
2021 Q1	$12.9M	Sell	95,042 -29,098	-23%	-$4.22M	3.59%	8
2020 Q4	$19.6M	Buy	+124,140	New	+$19.7M	5.66%	6