Sequent Planning’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	$271K	Sell	3,071 -593	-16%	-$52.3K	0.09%	133
2025 Q1	$334K	Buy	+3,664	New	+$334K	0.12%	108
2024 Q3	–	Sell	-4,452	Closed	-$400K	–	162
2024 Q2	$400K	Sell	4,452 -113	-2%	-$10.2K	0.14%	95
2024 Q1	$432K	Buy	+4,565	New	+$432K	0.16%	93