RPg Family Wealth Advisory’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
2026 Q1	$2.01M	Buy	23,181 +1,336	+6%	+$117K	0.42%	78
2025 Q4	$1.9M	Sell	21,845 -656	-3%	-$58.7K	0.42%	75
2025 Q3	$2.01M	Buy	22,501 +1,409	+7%	+$123K	0.44%	71
2025 Q2	$1.86M	Sell	21,092 -357	-2%	-$31.1K	0.5%	70
2025 Q1	$1.95M	Sell	21,449 -3,833	-15%	-$341K	0.56%	58
2024 Q4	$2.21M	Sell	25,282 -915	-3%	-$84.2K	0.78%	37
2024 Q3	$2.57M	Buy	26,197 +1,614	+7%	+$156K	0.83%	42
2024 Q2	$2.26M	Buy	24,583 +2,541	+12%	+$232K	0.74%	45
2024 Q1	$2.09M	Buy	22,042 +10,417	+90%	+$985K	0.66%	48
2023 Q4	$1.15M	Buy	+11,625	New	+$1.05M	0.42%	70
2018 Q2	–	Sell	-489	Closed	-$59.6K	–	284
2018 Q1	$59.6K	Sell	489 -126	-20%	-$15.2K	0.05%	99
2017 Q4	$78K	Buy	615 +451	+275%	+$56.6K	0.07%	82
2017 Q3	$20.5K	Hold	164	–	–	0.02%	210
2017 Q2	$20.5K	Buy	+164	New	+$20.3K	0.02%	236
2016 Q4	–	Sell	-90	Closed	-$12.4K	–	289
2016 Q3	$12.4K	Buy	+90	New	+$12.5K	0.01%	223