R.W. Roge & Company’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
2025 Q2	–	Sell	-11,588	Closed	-$1.05M	–	57
2025 Q1	$1.05M	Sell	11,588 -1,915	-14%	-$174K	0.58%	23
2024 Q4	$1.18M	Buy	+13,503	New	+$1.18M	0.64%	20