Optivise Advisory 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	–	Sell	-9,765	Closed	-$889K	–	219
2025 Q1	$889K	Buy	9,765 +5,910	+153%	+$538K	0.5%	49
2024 Q4	$337K	Sell	3,855 -176	-4%	-$15.4K	0.18%	114
2024 Q3	$395K	Buy	4,031 +34	+0.9%	+$3.34K	0.21%	96
2024 Q2	$367K	Buy	+3,997	New	+$367K	0.2%	111