Litman Gregory Wealth Management’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
2021 Q2	–	Sell	-9	Closed	-$1K	–	177
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	188
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	189
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	204
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	170
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	162
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	204
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	214
2019 Q2	$1K	Buy	+9	New	+$1.14K	﹤0.01%	234
2018 Q1	–	Sell	-464	Closed	-$59	–	172
2017 Q4	$59	Hold	464	–	–	0.02%	48
2017 Q3	$58K	Hold	464	–	–	0.03%	48
2017 Q2	$58K	Sell	464 -80	-15%	-$9.88K	0.03%	34
2017 Q1	$66K	Hold	544	–	–	0.04%	36
2016 Q4	$65K	Hold	544	–	–	0.04%	32
2016 Q3	$75K	Hold	544	–	–	0.05%	26
2016 Q2	$76K	Hold	544	–	–	0.06%	25
2016 Q1	$71K	Buy	+544	New	+$69.7K	0.06%	28