Lake Street Private Wealth’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	$2.26M	Buy	26,079 +3,454	+15%	+$304K	0.29%	74
2025 Q4	$1.97M	Buy	22,625 +392	+2%	+$35K	0.24%	81
2025 Q3	$1.99M	Buy	22,233 +595	+3%	+$52K	0.26%	77
2025 Q2	$1.91M	Buy	21,638 +1,474	+7%	+$129K	0.27%	77
2025 Q1	$1.84M	Buy	20,164 +2,639	+15%	+$235K	0.3%	78
2024 Q4	$1.53M	Sell	17,525 -3,072	-15%	-$283K	0.24%	82
2024 Q3	$2.02M	Buy	20,597 +2,335	+13%	+$225K	0.32%	77
2024 Q2	$1.68M	Buy	18,262 +1,070	+6%	+$97.5K	0.22%	110
2024 Q1	$1.63M	Buy	17,192 +569	+3%	+$53.8K	0.22%	113
2023 Q4	$1.64M	Sell	16,623 -849	-5%	-$76.7K	0.26%	99
2023 Q3	$1.55M	Sell	17,472 -8,803	-34%	-$846K	0.28%	97
2023 Q2	$2.7M	Buy	26,275 +609	+2%	+$63.2K	0.48%	63
2023 Q1	$2.73M	Buy	25,666 +11,189	+77%	+$1.17M	0.51%	53
2022 Q4	$1.44M	Buy	+14,477	New	+$1.46M	0.3%	96