Polaris Wealth Advisory 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
2023 Q1	–	Sell	-88,562	Closed	-$9.36M	–	186
2022 Q4	$9.36M	Buy	+88,562	New	+$8.92M	0.7%	47
2022 Q1	–	Sell	-351,053	Closed	-$52M	–	198
2021 Q4	$52M	Sell	351,053 -23,330	-6%	-$3.44M	2.99%	4
2021 Q3	$53.5M	Sell	374,383 -44,140	-11%	-$6.55M	3.2%	4
2021 Q2	$60.3M	Buy	+418,523	New	+$58.4M	3.58%	1
2020 Q2	–	Sell	-24,194	Closed	-$3.99M	–	163
2020 Q1	$3.99M	Buy	+24,194	New	+$3.61M	0.43%	49
2019 Q4	–	Sell	-186,458	Closed	-$26.8M	–	182
2019 Q3	$26.8M	Sell	186,458 -2,161	-1%	-$300K	2.19%	15
2019 Q2	$24.9M	Buy	+188,619	New	+$24M	1.89%	22
2018 Q4	–	Sell	-33	Closed	-$4K	–	427
2018 Q3	$4K	Buy	+33	New	+$3.96K	﹤0.01%	462
2018 Q2	–	Sell	-67	Closed	-$8K	–	415
2018 Q1	$8K	Buy	+67	New	+$8.09K	﹤0.01%	377
2017 Q3	–	Sell	-5,123	Closed	-$641K	–	156
2017 Q2	$641K	Buy	+5,123	New	+$633K	0.07%	83