Meridian Financial Partners’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
2025 Q4	–	Sell	-2,661	Closed	-$237K	–	122
2025 Q3	$237K	Sell	2,661 -1,794	-40%	-$157K	0.1%	100
2025 Q2	$393K	Sell	4,455 -2,636	-37%	-$230K	0.18%	77
2025 Q1	$645K	Sell	7,091 -11,455	-62%	-$1.02M	0.33%	59
2024 Q4	$1.62M	Sell	18,546 -31,355	-63%	-$2.89M	0.86%	26
2024 Q3	$4.89M	Sell	49,901 -708	-1%	-$68.3K	2.48%	9
2024 Q2	$4.73M	Buy	+50,609	New	+$4.61M	2.81%	7
2023 Q3	–	Sell	-51,262	Closed	-$5.21M	–	83
2023 Q2	$5.21M	Buy	+51,262	New	+$5.32M	3.13%	7
2021 Q3	–	Sell	-2,311	Closed	-$347K	–	82
2021 Q2	$347K	Sell	2,311 -2,161	-48%	-$302K	0.24%	59
2021 Q1	$624K	Sell	4,472 -4,026	-47%	-$584K	0.47%	46
2020 Q4	$1.3M	Sell	8,498 -1,756	-17%	-$279K	1%	21
2020 Q3	$1.64M	Buy	+10,254	New	+$1.7M	1.38%	15