Rothschild Capital Partners’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	$239K	Buy	+2,708	New	+$239K	0.06%	80
2024 Q2	–	Sell	-1,264	Closed	-$120K	–	48
2024 Q1	$120K	Buy	+1,264	New	+$120K	0.03%	44
2023 Q1	–	Sell	-122,690	Closed	-$12.4M	–	32
2022 Q4	$12.4M	Buy	+122,690	New	+$12.4M	5.23%	5