Soltis Investment Advisors’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	$4.35M	Buy	+50,122	New	+$4.41M	0.28%	95
2025 Q2	–	Sell	-39,399	Closed	-$3.59M	–	410
2025 Q1	$3.59M	Buy	+39,399	New	+$3.51M	0.32%	87
2023 Q4	–	Sell	-33,539	Closed	-$2.97M	–	299
2023 Q3	$2.97M	Buy	+33,539	New	+$3.22M	0.38%	84
2023 Q2	–	Sell	-27,827	Closed	-$2.96M	–	281
2023 Q1	$2.96M	Sell	27,827 -1,154	-4%	-$121K	0.38%	79
2022 Q4	$2.89M	Sell	28,981 -1,003	-3%	-$101K	0.38%	75
2022 Q3	$3.07M	Buy	29,984 +868	+3%	+$97.7K	0.46%	69
2022 Q2	$3.35M	Buy	29,116 +27,436	+1,633%	+$3.23M	0.49%	55
2022 Q1	$222K	Sell	1,680 -189	-10%	-$26.1K	0.03%	231
2021 Q4	$277K	Sell	1,869 -64	-3%	-$9.43K	0.04%	217
2021 Q3	$279K	Buy	1,933 +20	+1%	+$2.97K	0.04%	203
2021 Q2	$276K	Sell	1,913 -2,026	-51%	-$283K	0.04%	206
2021 Q1	$534K	Sell	3,939 -1,784	-31%	-$259K	0.1%	149
2020 Q4	$903K	Buy	5,723 +173	+3%	+$27.5K	0.17%	99
2020 Q3	$906K	Buy	5,550 +675	+14%	+$112K	0.21%	85
2020 Q2	$799K	Buy	4,875 +874	+22%	+$144K	0.21%	78
2020 Q1	$660K	Sell	4,001 -1,234	-24%	-$184K	0.2%	60
2019 Q4	$709K	Buy	+5,235	New	+$729K	0.14%	65