Pettinga Financial Advisors’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
2025 Q2	–	Sell	-5,043	Closed	-$459K	–	138
2025 Q1	$459K	Sell	5,043 -39,034	-89%	-$3.47M	0.11%	82
2024 Q4	$3.85M	Buy	44,077 +2,373	+6%	+$218K	0.87%	29
2024 Q3	$4.09M	Sell	41,704 -2,792	-6%	-$269K	0.97%	28
2024 Q2	$4.08M	Sell	44,496 -2,231	-5%	-$203K	1.02%	25
2024 Q1	$4.42M	Buy	46,727 +2,635	+6%	+$249K	1.13%	24
2023 Q4	$4.36M	Sell	44,092 -13,769	-24%	-$1.24M	1.17%	22
2023 Q3	$5.13M	Buy	57,861 +44,560	+335%	+$4.28M	1.55%	20
2023 Q2	$1.37M	Sell	13,301 -150	-1%	-$15.6K	0.41%	39
2023 Q1	$1.43M	Sell	13,451 -1,418	-10%	-$148K	0.45%	39
2022 Q4	$1.48M	Sell	14,869 -5,695	-28%	-$574K	0.48%	40
2022 Q3	$2.11M	Sell	20,564 -5,420	-21%	-$610K	0.72%	31
2022 Q2	$2.98M	Sell	25,984 -3,163	-11%	-$372K	0.89%	29
2022 Q1	$3.85M	Buy	29,147 +2,169	+8%	+$299K	0.96%	24
2021 Q4	$4M	Buy	26,978 +4,995	+23%	+$736K	0.97%	27
2021 Q3	$3.17M	Buy	21,983 +6,378	+41%	+$947K	0.81%	29
2021 Q2	$2.25M	Sell	15,605 -2,758	-15%	-$385K	0.6%	38
2021 Q1	$2.49M	Buy	18,363 +2,874	+19%	+$417K	0.72%	36
2020 Q4	$2.44M	Buy	15,489 +13,041	+533%	+$2.07M	0.87%	28
2020 Q3	$400K	Buy	+2,448	New	+$406K	0.17%	55