SigFig Wealth Management’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 Q1	–	Sell	-26,934	Closed	-$2.36M	–	132
2024 Q4	$2.36M	Buy	26,934 +1,463	+6%	+$135K	0.09%	74
2024 Q3	$2.51M	Sell	25,471 -5,358	-17%	-$517K	0.09%	73
2024 Q2	$2.83M	Buy	30,829 +2,599	+9%	+$237K	0.11%	65
2024 Q1	$2.67M	Sell	28,230 -8,906	-24%	-$842K	0.1%	70
2023 Q4	$3.67M	Buy	37,136 +3,399	+10%	+$307K	0.14%	58
2023 Q3	$2.99M	Buy	+33,737	New	+$3.24M	0.12%	67
2023 Q2	–	Sell	-2,421	Closed	-$265K	–	106
2023 Q1	$265K	Sell	2,421 -171	-7%	-$17.9K	0.01%	96
2022 Q4	$266K	Sell	2,592 -24	-0.9%	-$2.42K	0.01%	105
2022 Q3	$273K	Buy	+2,616	New	+$295K	0.01%	96
2021 Q1	–	Sell	-1,954	Closed	-$310K	–	80
2020 Q4	$310K	Buy	1,954 +714	+58%	+$113K	0.02%	71
2020 Q3	$205K	Buy	+1,240	New	+$206K	0.02%	70