Penobscot Wealth Management’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
2024 Q1	–	Sell	-38,468	Closed	-$3.8M	–	83
2023 Q4	$3.8M	Buy	38,468 +7,684	+25%	+$760K	2.57%	8
2023 Q3	$2.73M	Sell	30,784 -5,116	-14%	-$454K	2.07%	11
2023 Q2	$3.7M	Buy	+35,900	New	+$3.7M	2.71%	8