Okabena Investment Services’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
2022 Q4	–	Sell	-5,287	Closed	-$542K	–	249
2022 Q3	$542K	Hold	5,287	–	–	0.26%	78
2022 Q2	$607K	Hold	5,287	–	–	0.31%	68
2022 Q1	$698K	Hold	5,287	–	–	0.3%	76
2021 Q4	$783K	Hold	5,287	–	–	0.3%	72
2021 Q3	$763K	Hold	5,287	–	–	0.4%	57
2021 Q2	$763K	Hold	5,287	–	–	0.36%	56
2021 Q1	$716K	Hold	5,287	–	–	0.39%	53
2020 Q4	$834K	Hold	5,287	–	–	0.49%	54
2020 Q3	$863K	Sell	5,287 -6,500	-55%	-$1.08M	0.66%	51
2020 Q2	$1.93M	Sell	11,787 -1,175	-9%	-$193K	1.7%	17
2020 Q1	$2.14M	Sell	12,962 -8,543	-40%	-$1.27M	2.43%	13
2019 Q4	$2.91M	Buy	+21,505	New	+$2.99M	2.71%	10