Ridgewood Investments’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 Q3	–	Sell	-251	Closed	-$22.2K	–	636
2025 Q2	$22.2K	Hold	251	–	–	0.01%	428
2025 Q1	$22.8K	Hold	251	–	–	0.01%	414
2024 Q4	$21.9K	Hold	251	–	–	0.01%	408
2024 Q3	$24.6K	Sell	251 -202	-45%	-$19.5K	0.01%	408
2024 Q2	$41.5K	Buy	+453	New	+$41.3K	0.02%	344
2023 Q3	–	Sell	-653	Closed	-$67.2K	–	712
2023 Q2	$67.2K	Buy	653 +200	+44%	+$20.7K	0.04%	286
2023 Q1	$48.1K	Buy	+453	New	+$47.4K	0.03%	345
2021 Q1	–	Sell	-1,476	Closed	-$241K	–	213
2020 Q4	$241K	Hold	1,476	–	–	0.19%	137
2020 Q3	$241K	Buy	1,476 +1	+0.1%	+$166	0.19%	138
2020 Q2	$242K	Sell	1,475 -102	-6%	-$16.8K	0.2%	136
2020 Q1	$260K	Buy	+1,577	New	+$235K	0.26%	109
2019 Q4	–	Sell	-1,436	Closed	-$205K	–	205
2019 Q3	$205K	Buy	+1,436	New	+$200K	0.16%	162