Palumbo Wealth Management’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
2024 Q4	–	Sell	-129,107	Closed	-$12.7M	–	190
2024 Q3	$12.7M	Buy	129,107 +2,368	+2%	+$228K	4.92%	3
2024 Q2	$11.6M	Buy	126,739 +29,813	+31%	+$2.72M	4.92%	3
2024 Q1	$9.17M	Buy	96,926 +1,469	+2%	+$139K	4.11%	4
2023 Q4	$9.44M	Sell	95,457 -51,718	-35%	-$4.67M	4.82%	4
2023 Q3	$13.1M	Sell	147,175 -20,949	-12%	-$2.01M	7.18%	2
2023 Q2	$17.3M	Buy	168,124 +34,947	+26%	+$3.63M	10.59%	1
2023 Q1	$14.2M	Buy	133,177 +5,198	+4%	+$544K	9.42%	1
2022 Q4	$12.7M	Buy	127,979 +55,237	+76%	+$5.57M	10.13%	1
2022 Q3	$7.45M	Sell	72,742 -19,379	-21%	-$2.18M	6.31%	5
2022 Q2	$10.6M	Buy	92,121 +43,124	+88%	+$5.08M	8.4%	2
2022 Q1	$6.47M	Sell	48,997 -11,724	-19%	-$1.62M	4.16%	8
2021 Q4	$9M	Buy	60,721 +1,581	+3%	+$233K	5.63%	7
2021 Q3	$8.54M	Buy	59,140 +2,229	+4%	+$331K	5.63%	7
2021 Q2	$8.21M	Sell	56,911 -6,493	-10%	-$906K	5.51%	7
2021 Q1	$8.59M	Buy	63,404 +20,539	+48%	+$2.98M	6.47%	5
2020 Q4	$6.76M	Buy	+42,865	New	+$6.81M	5.46%	7