Latko Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,659	Closed	-$320K	–	30
2024 Q4	$320K	Buy	3,659 +150	+4%	+$13.1K	0.19%	28
2024 Q3	$344K	Buy	+3,509	New	+$344K	0.21%	27