Laurel Wealth Advisors (California)’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
2022 Q3	–	Sell	-2,709	Closed	-$311K	–	674
2022 Q2	$311K	Buy	2,709 +884	+48%	+$104K	0.03%	482
2022 Q1	$241K	Sell	1,825 -23,969	-93%	-$3.31M	0.02%	656
2021 Q4	$3.82M	Buy	+25,794	New	+$3.8M	0.3%	86
2021 Q1	–	Sell	-1,592	Closed	-$251K	–	484
2020 Q4	$251K	Buy	1,592 +8	+0.5%	+$1.27K	0.04%	376
2020 Q3	$258K	Buy	1,584 +157	+11%	+$26K	0.04%	329
2020 Q2	$234K	Buy	1,427 +176	+14%	+$29K	0.04%	341
2020 Q1	$206K	Buy	+1,251	New	+$186K	0.05%	348
2019 Q4	–	Sell	-2,963	Closed	-$424K	–	489
2019 Q3	$424K	Buy	+2,963	New	+$412K	0.07%	285
2016 Q2	–	Sell	-3,062	Closed	-$400K	–	340
2016 Q1	$400K	Buy	+3,062	New	+$392K	0.2%	130