Patton Albertson Miller Group’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
2026 Q1	$1.21M	Sell	13,925 -569	-4%	-$50K	0.14%	107
2025 Q4	$1.26M	Sell	14,494 -120	-0.8%	-$10.7K	0.15%	109
2025 Q3	$1.31M	Sell	14,614 -633	-4%	-$55.4K	0.16%	103
2025 Q2	$1.35M	Sell	15,247 -1,220	-7%	-$106K	0.18%	101
2025 Q1	$1.5M	Buy	16,467 +9,707	+144%	+$864K	0.22%	96
2024 Q4	$590K	Buy	+6,760	New	+$622K	0.08%	139
2018 Q4	–	Sell	-2,353	Closed	-$270K	–	256
2018 Q3	$270K	Sell	2,353 -126	-5%	-$15.1K	0.14%	112
2018 Q2	$302K	Sell	2,479 -1,571	-39%	-$188K	0.15%	107
2018 Q1	$494K	Buy	+4,050	New	+$489K	0.22%	89
2017 Q1	–	Sell	-8,664	Closed	-$1.03M	–	140
2016 Q4	$1.03M	Sell	8,664 -602	-6%	-$75.4K	0.44%	71
2016 Q3	$1.27M	Buy	9,266 +3,597	+63%	+$499K	0.56%	55
2016 Q2	$787K	Buy	+5,669	New	+$748K	0.35%	79