O'Donnell Financial Services’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	$5.72M	Buy	64,836 +1,021	+2%	+$90.1K	2.2%	14
2025 Q1	$5.81M	Sell	63,815 -17,318	-21%	-$1.58M	2.4%	14
2024 Q4	$7.5M	Sell	81,133 -29,556	-27%	-$2.73M	3.14%	11
2024 Q3	$10.9M	Buy	+110,689	New	+$10.9M	4.41%	9