Shira Ridge Wealth Management’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	-3,295	Closed	-$300K	–	85
2025 Q1	$300K	Sell	3,295 -14,172	-81%	-$1.29M	0.15%	61
2024 Q4	$1.53M	Buy	17,467 +316	+2%	+$27.6K	0.75%	25
2024 Q3	$1.68M	Buy	17,151 +14,267	+495%	+$1.4M	0.86%	25
2024 Q2	$265K	Buy	+2,884	New	+$265K	0.15%	68