Marshall & Sterling Wealth Advisors’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 Q2	$139K	Sell	1,584 -4,693	-75%	-$412K	0.09%	98
2025 Q1	$571K	Sell	6,277 -8,098	-56%	-$737K	0.39%	51
2024 Q4	$1.26M	Buy	+14,375	New	+$1.26M	0.87%	32