Mendel Capital 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 Q2	$255K	Sell	2,892 -153	-5%	-$13.5K	0.15%	82
2025 Q1	$277K	Sell	3,045 -172	-5%	-$15.7K	0.17%	80
2024 Q4	$281K	Sell	3,217 -1,052	-25%	-$91.9K	0.17%	78
2024 Q3	$419K	Buy	4,269 +1,134	+36%	+$111K	0.26%	70
2024 Q2	$288K	Buy	+3,135	New	+$288K	0.19%	81